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 | $179,009 | $108,825+64.5% | $156,181+14.6% | $82,448+117.1% |
| Participation rate | 82.2% | 72.4%+9.9pp | 78.8%+3.4pp | 68.1%+14.2pp |
| Annual return | 7.69% | 20.59%-12.9pp | 64.87%-57.2pp | 41.64%-34.0pp |
| Employer contribution / active EE | $12,480 | $2,870+334.9% | $4,294+190.6% | $2,551+389.2% |
| Participant deferral / active EE | $6,109 | $4,577+33.5% | $6,132-0.4% | $4,139+47.6% |
| Admin fee / account holder | $10,820 | $9,341+15.8% | $14,586-25.8% | $7,234+49.6% |