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 | $192,005 | $63,845+200.7% | $81,370+136.0% | $80,959+137.2% |
| Participation rate | 86.2% | 63.9%+22.3pp | 69.5%+16.7pp | 67.7%+18.5pp |
| Annual return | 8.94% | 16.37%-7.4pp | 24.85%-15.9pp | 35.67%-26.7pp |
| Employer contribution / active EE | $8,621 | $1,980+335.5% | $2,464+249.9% | $2,757+212.7% |
| Participant deferral / active EE | $6,948 | $3,093+124.7% | $3,885+78.8% | $4,300+61.6% |
| Admin fee / account holder | $3,575 | $5,688-37.2% | $5,749-37.8% | $6,925-48.4% |