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 | $249,624 | $72,273+245.4% | $101,275+146.5% | $79,856+212.6% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 5.91% | 22.30%-16.4pp | 46.48%-40.6pp | 31.71%-25.8pp |
| Employer contribution / active EE | $19,745 | $2,691+633.7% | $3,660+439.5% | $2,471+699.0% |
| Participant deferral / active EE | $5,954 | $3,282+81.4% | $4,371+36.2% | $3,741+59.2% |
| Admin fee / account holder | $12,434 | $4,401+182.5% | $5,948+109.0% | $5,306+134.3% |