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 | $153,732 | $114,712+34.0% | $173,730-11.5% | $87,485+75.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 9.72% | 20.18%-10.5pp | 19.96%-10.2pp | 26.06%-16.3pp |
| Employer contribution / active EE | $7,456 | $2,904+156.7% | $4,577+62.9% | $2,596+187.2% |
| Participant deferral / active EE | $10,436 | $4,642+124.8% | $6,326+65.0% | $4,274+144.2% |
| Admin fee / account holder | $1,263 | $10,210-87.6% | $17,523-92.8% | $7,775-83.8% |