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 | $198,319 | $152,612+29.9% | $125,192+58.4% | $152,897+29.7% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.5%-4.7pp |
| Annual return | 4.06% | 54.85%-50.8pp | 43.79%-39.7pp | 345.43%-341.4pp |
| Employer contribution / active EE | $2,432 | $4,947-50.8% | $3,866-37.1% | $4,764-48.9% |
| Participant deferral / active EE | $8,550 | $5,868+45.7% | $4,937+73.2% | $5,851+46.1% |
| Admin fee / account holder | $17,863 | $13,437+32.9% | $9,704+84.1% | $11,599+54.0% |