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 | $237,892 | $106,749+122.9% | $145,433+63.6% | $82,448+188.5% |
| Participation rate | 80.6% | 75.6%+4.9pp | 82.1%-1.6pp | 68.1%+12.5pp |
| Annual return | 12.69% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,536 | $3,444-26.4% | $4,554-44.3% | $2,551-0.6% |
| Participant deferral / active EE | $8,798 | $6,519+35.0% | $7,897+11.4% | $4,139+112.5% |
| Admin fee / account holder | $16,073 | $8,390+91.6% | $13,129+22.4% | $7,234+122.2% |