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 | $229,734 | $136,860+67.9% | $120,344+90.9% | $154,746+48.5% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 3.77% | 21.38%-17.6pp | 20.30%-16.5pp | 172.34%-168.6pp |
| Employer contribution / active EE | $94,547 | $3,533+2576.1% | $3,020+3030.6% | $4,379+2059.1% |
| Participant deferral / active EE | $57,843 | $5,793+898.4% | $5,135+1026.5% | $6,730+759.4% |
| Admin fee / account holder | $165,800 | $15,393+977.1% | $12,742+1201.2% | $14,365+1054.2% |