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 | $120,164 | $110,240+9.0% | $96,544+24.5% | $139,487-13.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.8pp | 80.3%+1.5pp |
| Annual return | 7.78% | 26.41%-18.6pp | 25.88%-18.1pp | 373.84%-366.1pp |
| Employer contribution / active EE | $2,578 | $3,622-28.8% | $2,966-13.1% | $4,755-45.8% |
| Participant deferral / active EE | $5,118 | $5,549-7.8% | $4,851+5.5% | $6,713-23.8% |
| Admin fee / account holder | $2,431 | $11,602-79.0% | $8,254-70.5% | $11,407-78.7% |