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 | $149,407 | $85,766+74.2% | $136,298+9.6% | $70,126+113.1% |
| Participation rate | 83.9% | 74.2%+9.7pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 13.58% | 31.46%-17.9pp | 5156.27%-5142.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,756 | $2,966-40.8% | $4,696-62.6% | $2,343-25.0% |
| Participant deferral / active EE | $3,671 | $5,051-27.3% | $6,247-41.2% | $3,332+10.2% |
| Admin fee / account holder | $8,635 | $5,421+59.3% | $9,244-6.6% | $4,645+85.9% |