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 | $192,732 | $108,912+77.0% | $100,383+92.0% | $145,959+32.0% |
| Participation rate | 86.7% | 83.0%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 9.22% | 57.96%-48.7pp | 49.26%-40.0pp | 561.95%-552.7pp |
| Employer contribution / active EE | $2,034 | $4,423-54.0% | $3,944-48.4% | $4,661-56.4% |
| Participant deferral / active EE | $4,174 | $8,451-50.6% | $8,086-48.4% | $6,689-37.6% |
| Admin fee / account holder | $9,390 | $9,690-3.1% | $7,900+18.9% | $13,398-29.9% |