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 | $86,050+102.2% | $189,758-8.3% | $94,015+85.0% |
| Participation rate | 97.0% | 68.9%+28.1pp | 79.8%+17.2pp | 70.8%+26.1pp |
| Annual return | 8.62% | 17.77%-9.2pp | 52.62%-44.0pp | 17.84%-9.2pp |
| Employer contribution / active EE | $1,889 | $2,819-33.0% | $4,767-60.4% | $2,790-32.3% |
| Participant deferral / active EE | $2,754 | $3,349-17.8% | $5,856-53.0% | $4,249-35.2% |
| Admin fee / account holder | $8,428 | $6,627+27.2% | $20,388-58.7% | $8,951-5.8% |