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 | $204,304 | $97,648+109.2% | $121,663+67.9% | $87,485+133.5% |
| Participation rate | 89.1% | 70.5%+18.6pp | 74.5%+14.6pp | 68.9%+20.2pp |
| Annual return | 5.62% | 18.03%-12.4pp | 147.54%-141.9pp | 26.06%-20.4pp |
| Employer contribution / active EE | $8,494 | $2,300+269.2% | $3,020+181.3% | $2,596+227.2% |
| Participant deferral / active EE | $5,170 | $3,923+31.8% | $4,887+5.8% | $4,274+21.0% |
| Admin fee / account holder | $9,707 | $11,100-12.6% | $14,289-32.1% | $7,775+24.8% |