Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $134,336 | $86,922+54.5% | $102,438+31.1% | $80,874+66.1% |
| Participation rate | 71.8% | 72.4%-0.6pp | 76.5%-4.7pp | 67.6%+4.1pp |
| Annual return | 10.32% | 18.90%-8.6pp | 29.37%-19.0pp | 35.62%-25.3pp |
| Employer contribution / active EE | $2,383 | $2,369+0.6% | $3,024-21.2% | $2,756-13.5% |
| Participant deferral / active EE | $4,034 | $4,119-2.1% | $5,054-20.2% | $4,297-6.1% |
| Admin fee / account holder | $45,779 | $8,050+468.7% | $9,448+384.5% | $6,935+560.1% |