Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $132,050 | $106,749+23.7% | $145,433-9.2% | $82,448+60.2% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 14.03% | 27.59%-13.6pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,751 | $3,444+37.9% | $4,554+4.3% | $2,551+86.3% |
| Participant deferral / active EE | $4,534 | $6,519-30.4% | $7,897-42.6% | $4,139+9.5% |
| Admin fee / account holder | $1,738 | $8,390-79.3% | $13,129-86.8% | $7,234-76.0% |