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 | $142,368 | $93,598+52.1% | $135,974+4.7% | $75,173+89.4% |
| Participation rate | 81.4% | 75.2%+6.2pp | 81.9%-0.5pp | 67.2%+14.2pp |
| Annual return | 13.81% | 30.89%-17.1pp | 68.30%-54.5pp | 160.72%-146.9pp |
| Employer contribution / active EE | $2,709 | $3,538-23.4% | $4,859-44.2% | $2,671+1.4% |
| Participant deferral / active EE | $5,875 | $6,405-8.3% | $7,760-24.3% | $4,126+42.4% |
| Admin fee / account holder | $20,103 | $6,978+188.1% | $10,767+86.7% | $5,651+255.8% |