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 | $179,276 | $136,860+31.0% | $120,344+49.0% | $154,746+15.9% |
| Participation rate | 91.7% | 79.9%+11.8pp | 76.7%+15.0pp | 80.7%+11.0pp |
| Annual return | 5.95% | 21.38%-15.4pp | 20.30%-14.3pp | 172.34%-166.4pp |
| Employer contribution / active EE | $3,730 | $3,533+5.6% | $3,020+23.5% | $4,379-14.8% |
| Participant deferral / active EE | $7,536 | $5,793+30.1% | $5,135+46.8% | $6,730+12.0% |
| Admin fee / account holder | $207,556 | $15,393+1248.4% | $12,742+1529.0% | $14,365+1344.8% |