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 | $93,345+95.9% | $119,126+53.5% | $87,485+109.1% |
| Participation rate | 87.7% | 68.7%+18.9pp | 75.8%+11.9pp | 68.9%+18.7pp |
| Annual return | 8.73% | 19.08%-10.3pp | 282.11%-273.4pp | 26.06%-17.3pp |
| Employer contribution / active EE | $7,945 | $3,172+150.5% | $4,034+97.0% | $2,596+206.0% |
| Participant deferral / active EE | $5,634 | $4,099+37.5% | $5,318+5.9% | $4,274+31.8% |
| Admin fee / account holder | $25,927 | $8,039+222.5% | $10,693+142.5% | $7,775+233.5% |