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 | $189,729 | $108,825+74.3% | $156,181+21.5% | $82,448+130.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.37% | 20.59%-9.2pp | 64.87%-53.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $4,361 | $2,870+52.0% | $4,294+1.6% | $2,551+71.0% |
| Participant deferral / active EE | $5,591 | $4,577+22.1% | $6,132-8.8% | $4,139+35.1% |
| Admin fee / account holder | $103,444 | $9,341+1007.5% | $14,586+609.2% | $7,234+1329.9% |