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 | $151,865 | $72,269+110.1% | $101,271+50.0% | $79,852+90.2% |
| Participation rate | 88.1% | 68.5%+19.6pp | 75.8%+12.3pp | 69.6%+18.5pp |
| Annual return | 3.85% | 22.29%-18.4pp | 46.48%-42.6pp | 31.72%-27.9pp |
| Employer contribution / active EE | $6,285 | $2,692+133.5% | $3,660+71.7% | $2,471+154.3% |
| Participant deferral / active EE | $3,168 | $3,282-3.5% | $4,371-27.5% | $3,740-15.3% |
| Admin fee / account holder | $8,825 | $4,401+100.5% | $5,948+48.4% | $5,306+66.3% |