Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,137 | $95,406+51.1% | $185,849-22.4% | $85,847+67.9% |
| Participation rate | 86.5% | 68.8%+17.7pp | 81.7%+4.8pp | 69.3%+17.2pp |
| Annual return | 8.60% | 23.59%-15.0pp | 122.10%-113.5pp | 318.61%-310.0pp |
| Employer contribution / active EE | $5,080 | $3,314+53.3% | $5,169-1.7% | $2,565+98.0% |
| Participant deferral / active EE | $6,149 | $3,424+79.6% | $5,569+10.4% | $3,952+55.6% |
| Admin fee / account holder | $13,043 | $7,214+80.8% | $16,244-19.7% | $6,261+108.3% |