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 | $168,185 | $81,457+106.5% | $103,378+62.7% | $80,911+107.9% |
| Participation rate | 81.3% | 66.8%+14.4pp | 74.5%+6.7pp | 67.6%+13.6pp |
| Annual return | 8.29% | 25.58%-17.3pp | 24.91%-16.6pp | 35.63%-27.3pp |
| Employer contribution / active EE | $2,093 | $3,107-32.6% | $3,870-45.9% | $2,756-24.0% |
| Participant deferral / active EE | $3,685 | $3,871-4.8% | $5,058-27.1% | $4,297-14.3% |
| Admin fee / account holder | $41,979 | $6,717+525.0% | $8,401+399.7% | $6,935+505.3% |