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 | $222,897 | $185,312+20.3% | $161,489+38.0% | $154,746+44.0% |
| Participation rate | 91.3% | 82.5%+8.8pp | 78.7%+12.6pp | 80.7%+10.6pp |
| Annual return | 5.56% | 103.84%-98.3pp | 89.72%-84.2pp | 172.34%-166.8pp |
| Employer contribution / active EE | $10,261 | $4,769+115.1% | $4,268+140.4% | $4,379+134.3% |
| Participant deferral / active EE | $8,195 | $6,350+29.1% | $5,630+45.6% | $6,730+21.8% |
| Admin fee / account holder | $3,566 | $18,654-80.9% | $16,006-77.7% | $14,365-75.2% |