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 | $203,979 | $77,472+163.3% | $100,392+103.2% | $80,935+152.0% |
| Participation rate | 86.0% | 76.9%+9.1pp | 81.5%+4.5pp | 67.7%+18.3pp |
| Annual return | 10.41% | 37.26%-26.8pp | 49.45%-39.0pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,630 | $6,818+26.6% | $8,090+6.7% | $4,299+100.7% |
| Admin fee / account holder | $9,065 | $5,885+54.0% | $7,904+14.7% | $6,924+30.9% |