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 | $195,319 | $93,589+108.7% | $135,942+43.7% | $75,181+159.8% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 13.70% | 30.90%-17.2pp | 68.28%-54.6pp | 160.69%-147.0pp |
| Employer contribution / active EE | $6,561 | $3,537+85.5% | $4,858+35.1% | $2,671+145.7% |
| Participant deferral / active EE | $11,673 | $6,405+82.2% | $7,759+50.4% | $4,126+182.9% |
| Admin fee / account holder | $39,143 | $6,977+461.0% | $10,764+263.6% | $5,650+592.8% |