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 | $227,487 | $106,749+113.1% | $145,433+56.4% | $82,448+175.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 9.52% | 27.59%-18.1pp | 66.58%-57.1pp | 41.64%-32.1pp |
| Employer contribution / active EE | $5,468 | $3,444+58.7% | $4,554+20.1% | $2,551+114.3% |
| Participant deferral / active EE | $9,880 | $6,519+51.6% | $7,897+25.1% | $4,139+138.7% |
| Admin fee / account holder | $16,491 | $8,390+96.6% | $13,129+25.6% | $7,234+128.0% |