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 | $150,512 | $110,137+36.7% | $161,149-6.6% | $82,637+82.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.28% | 20.69%-9.4pp | 21.16%-9.9pp | 53.51%-42.2pp |
| Employer contribution / active EE | $6,381 | $2,856+123.4% | $4,360+46.4% | $2,552+150.0% |
| Participant deferral / active EE | $7,437 | $4,575+62.6% | $6,153+20.9% | $4,126+80.2% |
| Admin fee / account holder | $12,584 | $9,467+32.9% | $15,194-17.2% | $7,339+71.5% |