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 | $201,454 | $80,992+148.7% | $96,534+108.7% | $75,173+168.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.89% | 27.05%-15.2pp | 25.88%-14.0pp | 160.72%-148.8pp |
| Employer contribution / active EE | $4,051 | $2,283+77.4% | $2,965+36.6% | $2,671+51.7% |
| Participant deferral / active EE | $8,734 | $3,929+122.3% | $4,851+80.1% | $4,126+111.7% |
| Admin fee / account holder | $53,936 | $6,717+703.0% | $8,253+553.5% | $5,651+854.5% |