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 | $197,701 | $112,099+76.4% | $95,954+106.0% | $158,931+24.4% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 5.72% | 171.12%-165.4pp | 91.62%-85.9pp | 302.86%-297.1pp |
| Employer contribution / active EE | $3,276 | $3,198+2.4% | $2,541+28.9% | $4,761-31.2% |
| Participant deferral / active EE | $8,116 | $4,784+69.6% | $4,167+94.8% | $5,982+35.7% |
| Admin fee / account holder | $1,638 | $10,132-83.8% | $6,796-75.9% | $11,247-85.4% |