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 | $150,981 | $93,345+61.7% | $119,126+26.7% | $87,485+72.6% |
| Participation rate | 88.6% | 68.7%+19.8pp | 75.8%+12.8pp | 68.9%+19.6pp |
| Annual return | 12.11% | 19.08%-7.0pp | 282.11%-270.0pp | 26.06%-13.9pp |
| Employer contribution / active EE | $15,989 | $3,172+404.1% | $4,034+296.4% | $2,596+515.8% |
| Participant deferral / active EE | $2,404 | $4,099-41.4% | $5,318-54.8% | $4,274-43.8% |
| Admin fee / account holder | $4,227 | $8,039-47.4% | $10,693-60.5% | $7,775-45.6% |