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 | $160,759 | $91,198+76.3% | $178,503-9.9% | $79,856+101.3% |
| Participation rate | 88.7% | 69.2%+19.5pp | 81.9%+6.8pp | 69.6%+19.1pp |
| Annual return | 9.76% | 24.20%-14.4pp | 151.12%-141.4pp | 31.71%-21.9pp |
| Employer contribution / active EE | $6,186 | $3,257+90.0% | $5,011+23.5% | $2,471+150.3% |
| Participant deferral / active EE | $4,289 | $3,237+32.5% | $5,202-17.6% | $3,741+14.7% |
| Admin fee / account holder | $29,490 | $6,748+337.0% | $13,987+110.8% | $5,306+455.7% |