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 | $162,202 | $102,422+58.4% | $147,117+10.3% | $80,959+100.4% |
| Participation rate | 86.0% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.4pp |
| Annual return | 8.79% | 135.16%-126.4pp | 420.54%-411.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $6,553 | $3,717+76.3% | $4,932+32.9% | $2,757+137.7% |
| Participant deferral / active EE | $7,496 | $6,652+12.7% | $8,065-7.1% | $4,300+74.3% |
| Admin fee / account holder | $11,542 | $7,953+45.1% | $12,993-11.2% | $6,925+66.7% |