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 | $136,403 | $124,425+9.6% | $112,040+21.7% | $137,256-0.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.96% | 24.72%-15.8pp | 24.52%-15.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,291 | $3,411-62.1% | $2,954-56.3% | $4,156-68.9% |
| Participant deferral / active EE | $5,166 | $5,718-9.7% | $5,098+1.3% | $6,407-19.4% |
| Admin fee / account holder | $3,667 | $15,207-75.9% | $12,098-69.7% | $12,270-70.1% |