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 | $159,043 | $107,666+47.7% | $102,184+55.6% | $154,746+2.8% |
| Participation rate | 81.8% | 83.7%-1.9pp | 82.6%-0.8pp | 80.7%+1.1pp |
| Annual return | 8.43% | 29.33%-20.9pp | 31.58%-23.1pp | 172.34%-163.9pp |
| Employer contribution / active EE | $727 | $3,846-81.1% | $3,594-79.8% | $4,379-83.4% |
| Participant deferral / active EE | $13,233 | $8,719+51.8% | $8,309+59.3% | $6,730+96.6% |
| Admin fee / account holder | $8,477 | $12,943-34.5% | $11,609-27.0% | $14,365-41.0% |