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 | $152,768 | $83,090+83.9% | $130,062+17.5% | $71,529+113.6% |
| Participation rate | 98.2% | 74.1%+24.0pp | 78.5%+19.7pp | 67.9%+30.2pp |
| Annual return | 13.90% | 20.61%-6.7pp | -137.37%+151.3pp | 28.97%-15.1pp |
| Employer contribution / active EE | $4,964 | $2,624+89.2% | $4,322+14.9% | $2,590+91.7% |
| Participant deferral / active EE | $6,319 | $4,436+42.5% | $5,821+8.6% | $4,291+47.2% |
| Admin fee / account holder | $13,870 | $1,727+703.1% | $10,601+30.8% | $1,588+773.1% |