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 | $174,429 | $68,880+153.2% | $120,580+44.7% | $80,959+115.5% |
| Participation rate | 81.5% | 61.7%+19.8pp | 72.0%+9.5pp | 67.7%+13.8pp |
| Annual return | 9.31% | 23.68%-14.4pp | 107.48%-98.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $2,233 | $2,066+8.1% | $3,469-35.6% | $2,757-19.0% |
| Participant deferral / active EE | $8,066 | $3,191+152.8% | $4,995+61.5% | $4,300+87.6% |
| Admin fee / account holder | $1,511 | $5,785-73.9% | $9,418-84.0% | $6,925-78.2% |