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 | $153,470 | $67,411+127.7% | $91,004+68.6% | $70,126+118.8% |
| Participation rate | 98.2% | 71.4%+26.8pp | 75.6%+22.6pp | 69.5%+28.7pp |
| Annual return | 12.26% | -40.16%+52.4pp | 4.60%+7.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $9,025 | $1,786+405.3% | $2,456+267.5% | $2,343+285.3% |
| Participant deferral / active EE | $7,249 | $2,823+156.8% | $3,548+104.3% | $3,332+117.6% |
| Admin fee / account holder | $5,809 | $4,236+37.1% | $5,417+7.2% | $4,645+25.0% |