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 | $195,432 | $95,383+104.9% | $185,837+5.2% | $85,856+127.6% |
| Participation rate | 94.1% | 68.8%+25.4pp | 81.7%+12.4pp | 69.3%+24.8pp |
| Annual return | 10.65% | 23.59%-12.9pp | 122.08%-111.4pp | 318.58%-307.9pp |
| Employer contribution / active EE | $6,594 | $3,313+99.0% | $5,168+27.6% | $2,565+157.1% |
| Participant deferral / active EE | $5,241 | $3,423+53.1% | $5,568-5.9% | $3,952+32.6% |
| Admin fee / account holder | $2,979 | $7,213-58.7% | $16,241-81.7% | $6,261-52.4% |