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 | $204,926 | $105,284+94.6% | $150,734+36.0% | $94,015+118.0% |
| Participation rate | 79.3% | 71.7%+7.6pp | 78.4%+0.9pp | 70.8%+8.5pp |
| Annual return | 8.53% | 15.67%-7.1pp | 600.81%-592.3pp | 17.84%-9.3pp |
| Employer contribution / active EE | $2,713 | $3,599-24.6% | $4,918-44.8% | $2,790-2.8% |
| Participant deferral / active EE | $7,236 | $4,274+69.3% | $5,610+29.0% | $4,249+70.3% |
| Admin fee / account holder | $9,543 | $9,839-3.0% | $14,905-36.0% | $8,951+6.6% |