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 | $150,096 | $73,107+105.3% | $114,563+31.0% | $87,485+71.6% |
| Participation rate | 83.3% | 65.8%+17.6pp | 72.9%+10.4pp | 68.9%+14.4pp |
| Annual return | 11.93% | 19.47%-7.5pp | 241.09%-229.2pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,268 | $1,881+20.6% | $2,592-12.5% | $2,596-12.6% |
| Participant deferral / active EE | $8,560 | $3,144+172.3% | $4,142+106.7% | $4,274+100.3% |
| Admin fee / account holder | $2,231 | $5,770-61.3% | $7,623-70.7% | $7,775-71.3% |