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 | $194,283 | $84,236+130.6% | $170,435+14.0% | $70,126+177.0% |
| Participation rate | 91.4% | 70.8%+20.6pp | 83.6%+7.8pp | 69.5%+21.9pp |
| Annual return | 12.12% | 23.06%-10.9pp | 205.94%-193.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,121 | $3,387-66.9% | $5,432-79.4% | $2,343-52.1% |
| Participant deferral / active EE | $4,458 | $3,086+44.5% | $4,939-9.7% | $3,332+33.8% |
| Admin fee / account holder | $30,575 | $5,698+436.6% | $13,881+120.3% | $4,645+558.2% |