Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $121,793 | $117,846+3.3% | $102,434+18.9% | $145,884-16.5% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 6.68% | 31.90%-25.2pp | 29.46%-22.8pp | 551.85%-545.2pp |
| Employer contribution / active EE | $2,160 | $3,615-40.2% | $3,023-28.5% | $4,662-53.7% |
| Participant deferral / active EE | $6,644 | $5,733+15.9% | $5,055+31.4% | $6,690-0.7% |
| Admin fee / account holder | $27,837 | $13,356+108.4% | $9,462+194.2% | $13,392+107.9% |