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 | $204,864 | $76,551+167.6% | $123,894+65.4% | $62,881+225.8% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.6pp | 69.3%+27.8pp |
| Annual return | 5.57% | 18.68%-13.1pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $9,853 | $2,882+241.8% | $4,617+113.4% | $2,281+332.0% |
| Participant deferral / active EE | $2,486 | $4,840-48.6% | $5,984-58.5% | $3,203-22.4% |
| Admin fee / account holder | $4,100 | $4,826-15.0% | $8,357-50.9% | $4,296-4.6% |