Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $248,689 | $80,992+207.1% | $96,534+157.6% | $75,173+230.8% |
| Participation rate | 85.2% | 71.8%+13.4pp | 76.0%+9.2pp | 67.2%+18.0pp |
| Annual return | 4.74% | 27.05%-22.3pp | 25.88%-21.1pp | 160.72%-156.0pp |
| Employer contribution / active EE | $7,786 | $2,283+241.1% | $2,965+162.5% | $2,671+191.5% |
| Participant deferral / active EE | $8,938 | $3,929+127.5% | $4,851+84.3% | $4,126+116.6% |
| Admin fee / account holder | $10,320 | $6,717+53.6% | $8,253+25.0% | $5,651+82.6% |