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 | $191,668 | $93,617+104.7% | $135,982+41.0% | $75,177+155.0% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 14.97% | 30.89%-15.9pp | 68.32%-53.4pp | 160.75%-145.8pp |
| Employer contribution / active EE | $6,668 | $3,538+88.5% | $4,859+37.2% | $2,671+149.6% |
| Participant deferral / active EE | $8,208 | $6,406+28.1% | $7,760+5.8% | $4,126+98.9% |
| Admin fee / account holder | $6,848 | $6,980-1.9% | $10,767-36.4% | $5,651+21.2% |