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 | $182,887 | $88,672+106.2% | $105,223+73.8% | $82,448+121.8% |
| Participation rate | 87.7% | 67.9%+19.7pp | 75.0%+12.6pp | 68.1%+19.6pp |
| Annual return | 8.73% | 30.86%-22.1pp | 180.65%-171.9pp | 41.64%-32.9pp |
| Employer contribution / active EE | $7,945 | $3,048+160.7% | $3,689+115.4% | $2,551+211.5% |
| Participant deferral / active EE | $5,634 | $4,036+39.6% | $5,072+11.1% | $4,139+36.1% |
| Admin fee / account holder | $25,927 | $7,146+262.8% | $8,859+192.7% | $7,234+258.4% |