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 | $173,972 | $76,407+127.7% | $150,298+15.8% | $82,448+111.0% |
| Participation rate | 97.0% | 66.4%+30.6pp | 77.8%+19.2pp | 68.1%+28.9pp |
| Annual return | 8.62% | 39.99%-31.4pp | 62.79%-54.2pp | 41.64%-33.0pp |
| Employer contribution / active EE | $1,889 | $2,614-27.7% | $4,154-54.5% | $2,551-26.0% |
| Participant deferral / active EE | $2,754 | $3,214-14.3% | $5,453-49.5% | $4,139-33.5% |
| Admin fee / account holder | $8,428 | $6,352+32.7% | $14,116-40.3% | $7,234+16.5% |