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 | $202,482 | $178,174+13.6% | $156,181+29.6% | $137,256+47.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.85% | 84.19%-74.3pp | 64.87%-55.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,584 | $4,972-68.1% | $4,294-63.1% | $4,156-61.9% |
| Participant deferral / active EE | $4,153 | $6,888-39.7% | $6,132-32.3% | $6,407-35.2% |
| Admin fee / account holder | $5,142 | $17,404-70.5% | $14,586-64.7% | $12,270-58.1% |