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 | $208,807 | $53,128+293.0% | $86,581+141.2% | $70,124+197.8% |
| Participation rate | 78.1% | 65.3%+12.8pp | 73.5%+4.6pp | 69.5%+8.6pp |
| Annual return | 6.67% | 27.66%-21.0pp | 965.06%-958.4pp | 73.14%-66.5pp |
| Employer contribution / active EE | $2,289 | $2,068+10.7% | $2,840-19.4% | $2,342-2.3% |
| Participant deferral / active EE | $8,956 | $2,695+232.3% | $3,609+148.2% | $3,332+168.8% |
| Admin fee / account holder | $37,497 | $3,584+946.3% | $4,904+664.6% | $4,645+707.2% |