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 | $158,412 | $58,275+171.8% | $81,844+93.6% | $80,935+95.7% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.4%+19.9pp | 67.7%+24.6pp |
| Annual return | 9.73% | 41.82%-32.1pp | 778.87%-769.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $2,677 | $2,346+14.1% | $2,916-8.2% | $2,757-2.9% |
| Participant deferral / active EE | $3,010 | $3,285-8.4% | $4,323-30.4% | $4,299-30.0% |
| Admin fee / account holder | $1,432 | $4,749-69.8% | $7,355-80.5% | $6,924-79.3% |