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 | $220,913 | $79,557+177.7% | $118,746+86.0% | $70,126+215.0% |
| Participation rate | 87.9% | 71.4%+16.5pp | 78.3%+9.6pp | 69.5%+18.3pp |
| Annual return | 11.89% | 25.64%-13.7pp | 24.54%-12.6pp | 73.15%-61.3pp |
| Employer contribution / active EE | $9,364 | $2,861+227.3% | $4,193+123.3% | $2,343+299.7% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,319 | $5,374+166.4% | $10,720+33.6% | $4,645+208.2% |