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 | $236,449 | $65,367+261.7% | $92,915+154.5% | $72,976+224.0% |
| Participation rate | 77.3% | 68.3%+9.0pp | 76.0%+1.3pp | 69.5%+7.8pp |
| Annual return | 1.86% | 42.11%-40.2pp | 109.45%-107.6pp | 81.02%-79.2pp |
| Employer contribution / active EE | $5,124 | $2,594+97.5% | $3,653+40.2% | $2,440+110.0% |
| Participant deferral / active EE | $10,589 | $3,128+238.5% | $4,238+149.8% | $3,608+193.5% |
| Admin fee / account holder | $1,807 | $4,251-57.5% | $5,796-68.8% | $5,124-64.7% |