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 | $198,773 | $124,425+59.8% | $112,040+77.4% | $137,256+44.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 3.45% | 24.72%-21.3pp | 24.52%-21.1pp | 220.34%-216.9pp |
| Employer contribution / active EE | $4,746 | $3,411+39.1% | $2,954+60.7% | $4,156+14.2% |
| Participant deferral / active EE | $10,637 | $5,718+86.0% | $5,098+108.7% | $6,407+66.0% |
| Admin fee / account holder | $17,476 | $15,207+14.9% | $12,098+44.5% | $12,270+42.4% |