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 | $164,677 | $89,259+84.5% | $107,187+53.6% | $82,637+99.3% |
| Participation rate | 93.1% | 67.9%+25.2pp | 75.0%+18.1pp | 68.1%+25.0pp |
| Annual return | 12.50% | 21.02%-8.5pp | 204.55%-192.0pp | 53.51%-41.0pp |
| Employer contribution / active EE | $23,423 | $3,080+660.5% | $3,782+519.3% | $2,552+817.8% |
| Participant deferral / active EE | $5,677 | $4,037+40.6% | $5,096+11.4% | $4,126+37.6% |
| Admin fee / account holder | $11,222 | $7,381+52.0% | $9,162+22.5% | $7,339+52.9% |