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 | $239,507 | $88,672+170.1% | $105,223+127.6% | $82,448+190.5% |
| Participation rate | 70.0% | 67.9%+2.1pp | 75.0%-5.0pp | 68.1%+1.9pp |
| Annual return | 10.48% | 30.86%-20.4pp | 180.65%-170.2pp | 41.64%-31.2pp |
| Employer contribution / active EE | $3,525 | $3,048+15.6% | $3,689-4.4% | $2,551+38.2% |
| Participant deferral / active EE | $5,200 | $4,036+28.8% | $5,072+2.5% | $4,139+25.6% |
| Admin fee / account holder | $18,384 | $7,146+157.3% | $8,859+107.5% | $7,234+154.1% |