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 | $147,987 | $96,731+53.0% | $123,973+19.4% | $86,983+70.1% |
| Participation rate | 78.4% | 70.0%+8.4pp | 76.7%+1.7pp | 69.5%+8.8pp |
| Annual return | 8.27% | 17.33%-9.1pp | 388.13%-379.9pp | 25.83%-17.6pp |
| Employer contribution / active EE | $10,015 | $3,297+203.8% | $4,126+142.7% | $2,584+287.5% |
| Participant deferral / active EE | $8,812 | $4,152+112.2% | $5,247+68.0% | $4,194+110.1% |
| Admin fee / account holder | $4,755 | $8,722-45.5% | $11,799-59.7% | $7,856-39.5% |