Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $190,791 | $77,920+144.9% | $149,723+27.4% | $75,177+153.8% |
| Participation rate | 85.2% | 65.6%+19.6pp | 78.8%+6.4pp | 67.2%+18.0pp |
| Annual return | 13.07% | 31.72%-18.7pp | 134.50%-121.4pp | 160.75%-147.7pp |
| Employer contribution / active EE | $3,319 | $3,138+5.7% | $4,821-31.2% | $2,671+24.2% |
| Participant deferral / active EE | $9,303 | $3,411+172.7% | $5,682+63.7% | $4,126+125.5% |
| Admin fee / account holder | $32,285 | $5,951+442.6% | $13,215+144.3% | $5,651+471.3% |