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 | $222,365 | $106,749+108.3% | $145,433+52.9% | $82,448+169.7% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 13.59% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,517 | $3,444-26.9% | $4,554-44.7% | $2,551-1.3% |
| Participant deferral / active EE | $7,406 | $6,519+13.6% | $7,897-6.2% | $4,139+78.9% |
| Admin fee / account holder | $24,545 | $8,390+192.6% | $13,129+87.0% | $7,234+239.3% |