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 | $206,871 | $172,111+20.2% | $150,298+37.6% | $137,256+50.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.75% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $14,231 | $4,636+206.9% | $4,154+242.6% | $4,156+242.4% |
| Participant deferral / active EE | $15,473 | $6,166+151.0% | $5,453+183.8% | $6,407+141.5% |
| Admin fee / account holder | $1,951 | $16,471-88.2% | $14,116-86.2% | $12,270-84.1% |