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 | $191,124 | $57,140+234.5% | $85,240+124.2% | $80,959+136.1% |
| Participation rate | 95.7% | 56.4%+39.3pp | 67.5%+28.2pp | 67.7%+28.1pp |
| Annual return | 7.03% | 21.71%-14.7pp | 66.75%-59.7pp | 35.67%-28.6pp |
| Employer contribution / active EE | $10,494 | $1,802+482.4% | $2,735+283.7% | $2,757+280.6% |
| Participant deferral / active EE | $10,062 | $3,115+223.0% | $4,527+122.3% | $4,300+134.0% |
| Admin fee / account holder | $39,053 | $4,992+682.3% | $6,165+533.5% | $6,925+463.9% |