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 | $122,230 | $67,602+80.8% | $82,312+48.5% | $70,126+74.3% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.8pp | 69.5%+28.1pp |
| Annual return | 11.10% | 21.57%-10.5pp | 25.88%-14.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $5,095 | $1,755+190.3% | $2,428+109.8% | $2,343+117.5% |
| Participant deferral / active EE | $6,534 | $2,987+118.7% | $3,706+76.3% | $3,332+96.1% |
| Admin fee / account holder | $5,596 | $4,512+24.0% | $5,608-0.2% | $4,645+20.5% |