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 | $193,070 | $114,119+69.2% | $107,187+80.1% | $138,895+39.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.89% | 273.21%-263.3pp | 204.55%-194.7pp | 145.39%-135.5pp |
| Employer contribution / active EE | $4,291 | $4,059+5.7% | $3,782+13.5% | $4,194+2.3% |
| Participant deferral / active EE | $8,951 | $5,538+61.6% | $5,096+75.7% | $6,396+39.9% |
| Admin fee / account holder | $100,006 | $10,024+897.7% | $9,162+991.5% | $12,562+696.1% |