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 | $216,188 | $154,228+40.2% | $145,433+48.7% | $137,256+57.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.89% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $10,688 | $4,804+122.5% | $4,554+134.7% | $4,156+157.2% |
| Participant deferral / active EE | $5,661 | $8,216-31.1% | $7,897-28.3% | $6,407-11.6% |
| Admin fee / account holder | $5,268 | $14,344-63.3% | $13,129-59.9% | $12,270-57.1% |