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 | $193,461 | $95,453+102.7% | $112,040+72.7% | $82,448+134.6% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.5%+20.9pp | 68.1%+29.3pp |
| Annual return | 12.08% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,316 | $2,318-43.2% | $2,954-55.5% | $2,551-48.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,054 | $9,013+33.7% | $12,098-0.4% | $7,234+66.6% |