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 | $128,216 | $95,762+33.9% | $379,746-66.2% | $79,852+60.6% |
| Participation rate | 97.1% | 74.0%+23.1pp | 78.4%+18.6pp | 69.6%+27.4pp |
| Annual return | 5.70% | 18.26%-12.6pp | 34.90%-29.2pp | 31.72%-26.0pp |
| Employer contribution / active EE | $9,007 | $2,695+234.2% | $3,540+154.4% | $2,471+264.5% |
| Participant deferral / active EE | $2,835 | $4,705-39.8% | $6,024-52.9% | $3,740-24.2% |
| Admin fee / account holder | $24,733 | $6,745+266.7% | $7,927+212.0% | $5,306+366.1% |