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 | $240,189 | $73,940+224.8% | $96,496+148.9% | $75,173+219.5% |
| Participation rate | 86.4% | 66.4%+19.9pp | 74.3%+12.0pp | 67.2%+19.2pp |
| Annual return | 12.21% | 26.71%-14.5pp | 35.70%-23.5pp | 160.65%-148.4pp |
| Employer contribution / active EE | $6,818 | $2,929+132.8% | $3,738+82.4% | $2,670+155.3% |
| Participant deferral / active EE | $11,680 | $3,659+219.2% | $4,879+139.4% | $4,126+183.1% |
| Admin fee / account holder | $56,149 | $5,216+976.4% | $6,731+734.2% | $5,651+893.6% |