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 | $170,245 | $85,766+98.5% | $136,298+24.9% | $70,126+142.8% |
| Participation rate | 88.2% | 74.2%+14.1pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 13.16% | 31.46%-18.3pp | 5156.27%-5143.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $3,059 | $2,966+3.1% | $4,696-34.8% | $2,343+30.6% |
| Participant deferral / active EE | $7,778 | $5,051+54.0% | $6,247+24.5% | $3,332+133.5% |
| Admin fee / account holder | $694 | $5,421-87.2% | $9,244-92.5% | $4,645-85.1% |