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 | $136,836 | $117,829+16.1% | $102,423+33.6% | $145,877-6.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 7.05% | 31.83%-24.8pp | 29.42%-22.4pp | 551.28%-544.2pp |
| Employer contribution / active EE | $3,027 | $3,615-16.2% | $3,023+0.1% | $4,663-35.1% |
| Participant deferral / active EE | $6,095 | $5,732+6.3% | $5,054+20.6% | $6,691-8.9% |
| Admin fee / account holder | $5,997 | $13,335-55.0% | $9,455-36.6% | $13,402-55.3% |