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 | $200,886 | $89,367+124.8% | $141,191+42.3% | $72,975+175.3% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 18.51% | 111.87%-93.4pp | 71.41%-52.9pp | 81.01%-62.5pp |
| Employer contribution / active EE | $3,848 | $3,115+23.5% | $4,736-18.8% | $2,440+57.7% |
| Participant deferral / active EE | $11,775 | $5,419+117.3% | $6,710+75.5% | $3,608+226.4% |
| Admin fee / account holder | $2,704 | $5,957-54.6% | $10,264-73.7% | $5,124-47.2% |