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 | $204,161 | $154,228+32.4% | $145,433+40.4% | $137,256+48.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 11.90% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,826 | $4,804-20.4% | $4,554-16.0% | $4,156-7.9% |
| Participant deferral / active EE | $11,979 | $8,216+45.8% | $7,897+51.7% | $6,407+87.0% |
| Admin fee / account holder | $180,490 | $14,344+1158.3% | $13,129+1274.7% | $12,270+1371.0% |