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 | $178,027 | $77,901+128.5% | $149,717+18.9% | $75,181+136.8% |
| Participation rate | 94.3% | 65.6%+28.7pp | 78.8%+15.5pp | 67.2%+27.1pp |
| Annual return | 11.33% | 31.73%-20.4pp | 134.41%-123.1pp | 160.69%-149.4pp |
| Employer contribution / active EE | $2,036 | $3,137-35.1% | $4,820-57.8% | $2,671-23.7% |
| Participant deferral / active EE | $5,124 | $3,411+50.2% | $5,682-9.8% | $4,126+24.2% |
| Admin fee / account holder | $5,671 | $5,949-4.7% | $13,213-57.1% | $5,650+0.4% |