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 | $179,056 | $124,187+44.2% | $108,410+65.2% | $167,518+6.9% |
| Participation rate | 94.7% | 82.3%+12.4pp | 80.1%+14.6pp | 82.1%+12.6pp |
| Annual return | 8.11% | 1379.80%-1371.7pp | 905.34%-897.2pp | 478.71%-470.6pp |
| Employer contribution / active EE | $1,648 | $4,187-60.6% | $3,558-53.7% | $4,838-65.9% |
| Participant deferral / active EE | $7,207 | $6,908+4.3% | $6,562+9.8% | $6,342+13.6% |
| Admin fee / account holder | $4,219 | $9,456-55.4% | $7,296-42.2% | $12,312-65.7% |