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 | $232,393 | $209,336+11.0% | $197,124+17.9% | $137,256+69.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.35% | 48.09%-39.7pp | 44.34%-36.0pp | 220.34%-212.0pp |
| Employer contribution / active EE | $21,179 | $6,591+221.4% | $6,227+240.1% | $4,156+409.6% |
| Participant deferral / active EE | $8,866 | $9,614-7.8% | $9,135-2.9% | $6,407+38.4% |
| Admin fee / account holder | $9,805 | $17,308-43.3% | $16,298-39.8% | $12,270-20.1% |