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 | $128,361 | $83,485+53.8% | $125,195+2.5% | $72,976+75.9% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 8.16% | 25.77%-17.6pp | 43.79%-35.6pp | 81.02%-72.9pp |
| Employer contribution / active EE | $8,329 | $2,346+255.1% | $3,866+115.4% | $2,440+241.3% |
| Participant deferral / active EE | $8,743 | $3,586+143.8% | $4,937+77.1% | $3,608+142.3% |
| Admin fee / account holder | $1,289 | $5,518-76.6% | $9,704-86.7% | $5,124-74.8% |