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 | $209,554 | $106,524+96.7% | $152,301+37.6% | $87,485+139.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.18% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $4,951 | $3,371+46.9% | $4,624+7.1% | $2,596+90.7% |
| Participant deferral / active EE | $9,738 | $6,525+49.2% | $8,004+21.7% | $4,274+127.9% |
| Admin fee / account holder | $29,906 | $8,287+260.9% | $14,398+107.7% | $7,775+284.7% |