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 | $157,108 | $73,107+114.9% | $114,563+37.1% | $87,485+79.6% |
| Participation rate | 84.6% | 65.8%+18.8pp | 72.9%+11.7pp | 68.9%+15.7pp |
| Annual return | 10.39% | 19.47%-9.1pp | 241.09%-230.7pp | 26.06%-15.7pp |
| Employer contribution / active EE | $1,935 | $1,881+2.9% | $2,592-25.3% | $2,596-25.5% |
| Participant deferral / active EE | $5,163 | $3,144+64.2% | $4,142+24.7% | $4,274+20.8% |
| Admin fee / account holder | $32,751 | $5,770+467.6% | $7,623+329.6% | $7,775+321.2% |