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 | $190,456 | $100,194+90.1% | $122,979+54.9% | $86,983+119.0% |
| Participation rate | 93.9% | 73.0%+20.9pp | 77.2%+16.7pp | 69.5%+24.4pp |
| Annual return | 6.63% | 16.47%-9.8pp | 20.12%-13.5pp | 25.83%-19.2pp |
| Employer contribution / active EE | $10,194 | $2,326+338.3% | $3,062+232.9% | $2,584+294.4% |
| Participant deferral / active EE | $6,087 | $4,133+47.3% | $5,003+21.7% | $4,194+45.1% |
| Admin fee / account holder | $23,064 | $10,148+127.3% | $12,864+79.3% | $7,856+193.6% |