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 | $122,968 | $78,707+56.2% | $117,861+4.3% | $70,126+75.4% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 11.39% | 23.30%-11.9pp | 335.11%-323.7pp | 73.15%-61.8pp |
| Employer contribution / active EE | $2,639 | $2,223+18.7% | $3,786-30.3% | $2,343+12.7% |
| Participant deferral / active EE | $5,159 | $3,297+56.5% | $4,482+15.1% | $3,332+54.9% |
| Admin fee / account holder | $56,463 | $5,066+1014.7% | $8,021+604.0% | $4,645+1115.4% |