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 | $202,374 | $83,485+142.4% | $125,192+61.7% | $72,975+177.3% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 10.05% | 25.77%-15.7pp | 43.79%-33.7pp | 81.01%-71.0pp |
| Employer contribution / active EE | $4,816 | $2,346+105.3% | $3,866+24.6% | $2,440+97.4% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,920 | $5,518-47.1% | $9,704-69.9% | $5,124-43.0% |