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 | $144,269 | $76,407+88.8% | $150,298-4.0% | $82,448+75.0% |
| Participation rate | 85.0% | 66.4%+18.6pp | 77.8%+7.2pp | 68.1%+16.9pp |
| Annual return | 9.01% | 39.99%-31.0pp | 62.79%-53.8pp | 41.64%-32.6pp |
| Employer contribution / active EE | $3,463 | $2,614+32.5% | $4,154-16.6% | $2,551+35.7% |
| Participant deferral / active EE | $6,525 | $3,214+103.0% | $5,453+19.7% | $4,139+57.6% |
| Admin fee / account holder | $40,123 | $6,352+531.7% | $14,116+184.2% | $7,234+454.6% |