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 | $196,377 | $99,875+96.6% | $146,866+33.7% | $86,983+125.8% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 12.72% | 28.10%-15.4pp | 102.85%-90.1pp | 25.83%-13.1pp |
| Employer contribution / active EE | $6,089 | $3,224+88.8% | $4,425+37.6% | $2,584+135.6% |
| Participant deferral / active EE | $10,754 | $6,322+70.1% | $7,759+38.6% | $4,194+156.4% |
| Admin fee / account holder | $28,859 | $7,838+268.2% | $13,620+111.9% | $7,856+267.4% |