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 | $164,414 | $89,367+84.0% | $141,191+16.4% | $72,975+125.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.60% | 111.87%-94.3pp | 71.41%-53.8pp | 81.01%-63.4pp |
| Employer contribution / active EE | $8,975 | $3,115+188.1% | $4,736+89.5% | $2,440+267.8% |
| Participant deferral / active EE | $10,464 | $5,419+93.1% | $6,710+55.9% | $3,608+190.0% |
| Admin fee / account holder | $7,214 | $5,957+21.1% | $10,264-29.7% | $5,124+40.8% |