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 | $133,560 | $95,453+39.9% | $112,040+19.2% | $82,448+62.0% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 12.10% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,226 | $2,318-47.1% | $2,954-58.5% | $2,551-51.9% |
| Participant deferral / active EE | $4,930 | $4,224+16.7% | $5,098-3.3% | $4,139+19.1% |
| Admin fee / account holder | $25,681 | $9,013+184.9% | $12,098+112.3% | $7,234+255.0% |