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 | $166,332 | $77,492+114.6% | $100,398+65.7% | $80,911+105.6% |
| Participation rate | 98.3% | 76.9%+21.4pp | 81.5%+16.8pp | 67.6%+30.7pp |
| Annual return | 10.40% | 37.23%-26.8pp | 49.32%-38.9pp | 35.63%-25.2pp |
| Employer contribution / active EE | $3,208 | $2,800+14.6% | $3,946-18.7% | $2,756+16.4% |
| Participant deferral / active EE | $7,986 | $6,817+17.1% | $8,084-1.2% | $4,297+85.8% |
| Admin fee / account holder | $31,390 | $5,892+432.8% | $7,893+297.7% | $6,935+352.7% |