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 | $147,366 | $102,422+43.9% | $147,117+0.2% | $80,959+82.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.1pp | 67.7%+15.7pp |
| Annual return | 10.13% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $3,966 | $3,717+6.7% | $4,932-19.6% | $2,757+43.8% |
| Participant deferral / active EE | $9,348 | $6,652+40.5% | $8,065+15.9% | $4,300+117.4% |
| Admin fee / account holder | $6,144 | $7,953-22.7% | $12,993-52.7% | $6,925-11.3% |