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 | $203,120 | $95,383+113.0% | $185,837+9.3% | $85,856+136.6% |
| Participation rate | 96.3% | 68.8%+27.5pp | 81.7%+14.6pp | 69.3%+27.0pp |
| Annual return | 10.59% | 23.59%-13.0pp | 122.08%-111.5pp | 318.58%-308.0pp |
| Employer contribution / active EE | $5,806 | $3,313+75.2% | $5,168+12.3% | $2,565+126.3% |
| Participant deferral / active EE | $4,812 | $3,423+40.6% | $5,568-13.6% | $3,952+21.8% |
| Admin fee / account holder | $5,478 | $7,213-24.1% | $16,241-66.3% | $6,261-12.5% |