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 | $171,381 | $75,541+126.9% | $152,093+12.7% | $82,637+107.4% |
| Participation rate | 77.1% | 66.5%+10.6pp | 77.8%-0.6pp | 68.1%+9.1pp |
| Annual return | 12.79% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $4,993 | $2,622+90.4% | $4,175+19.6% | $2,552+95.7% |
| Participant deferral / active EE | $6,363 | $3,206+98.5% | $5,451+16.7% | $4,126+54.2% |
| Admin fee / account holder | $27,297 | $6,405+326.2% | $14,497+88.3% | $7,339+272.0% |