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 | $206,483 | $181,896+13.5% | $156,551+31.9% | $273,972-24.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.64% | 30.74%-34.4pp | 32.23%-35.9pp | 41.46%-45.1pp |
| Employer contribution / active EE | $8,598 | $6,248+37.6% | $5,501+56.3% | $4,869+76.6% |
| Participant deferral / active EE | $3,831 | $5,550-31.0% | $4,871-21.3% | $5,287-27.5% |
| Admin fee / account holder | $116,679 | $15,560+649.9% | $13,028+795.6% | $10,133+1051.5% |