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 | $190,551 | $89,367+113.2% | $141,191+35.0% | $72,975+161.1% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.0pp |
| Annual return | 5.82% | 111.87%-106.1pp | 71.41%-65.6pp | 81.01%-75.2pp |
| Employer contribution / active EE | $5,934 | $3,115+90.5% | $4,736+25.3% | $2,440+143.2% |
| Participant deferral / active EE | $8,936 | $5,419+64.9% | $6,710+33.2% | $3,608+147.7% |
| Admin fee / account holder | $21,524 | $5,957+261.3% | $10,264+109.7% | $5,124+320.1% |