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 | $189,716 | $103,387+83.5% | $87,102+117.8% | $152,885+24.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 5.67% | 28.10%-22.4pp | 28.19%-22.5pp | 345.39%-339.7pp |
| Employer contribution / active EE | $4,140 | $3,221+28.5% | $2,521+64.2% | $4,763-13.1% |
| Participant deferral / active EE | $7,641 | $4,778+59.9% | $4,048+88.7% | $5,851+30.6% |
| Admin fee / account holder | $13,351 | $12,193+9.5% | $7,491+78.2% | $11,598+15.1% |