Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $160,783 | $95,404+68.5% | $113,397+41.8% | $82,637+94.6% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.5%+15.8pp | 68.1%+24.3pp |
| Annual return | 9.95% | 19.08%-9.1pp | 23.20%-13.3pp | 53.51%-43.6pp |
| Employer contribution / active EE | $2,833 | $2,307+22.8% | $2,977-4.8% | $2,552+11.0% |
| Participant deferral / active EE | $6,767 | $4,220+60.4% | $5,076+33.3% | $4,126+64.0% |
| Admin fee / account holder | $4,417 | $9,168-51.8% | $11,957-63.1% | $7,339-39.8% |