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 | $215,132 | $181,896+18.3% | $156,551+37.4% | $273,972-21.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.10% | 30.74%-32.8pp | 32.23%-34.3pp | 41.46%-43.6pp |
| Employer contribution / active EE | $16,734 | $6,248+167.8% | $5,501+204.2% | $4,869+243.7% |
| Participant deferral / active EE | $14,135 | $5,550+154.7% | $4,871+190.2% | $5,287+167.3% |
| Admin fee / account holder | $3,603 | $15,560-76.8% | $13,028-72.3% | $10,133-64.4% |