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 | $139,617 | $93,598+49.2% | $135,974+2.7% | $75,173+85.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.13% | 30.89%-16.8pp | 68.30%-54.2pp | 160.72%-146.6pp |
| Employer contribution / active EE | $7,751 | $3,538+119.1% | $4,859+59.5% | $2,671+190.2% |
| Participant deferral / active EE | $10,171 | $6,405+58.8% | $7,760+31.1% | $4,126+146.5% |
| Admin fee / account holder | $1,192 | $6,978-82.9% | $10,767-88.9% | $5,651-78.9% |