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 | $219,795 | $106,864+105.7% | $147,318+49.2% | $82,637+166.0% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.1%+6.4pp | 68.1%+20.4pp |
| Annual return | 8.55% | 27.49%-18.9pp | 70.43%-61.9pp | 53.51%-45.0pp |
| Employer contribution / active EE | $1,722 | $3,417-49.6% | $4,593-62.5% | $2,552-32.5% |
| Participant deferral / active EE | $8,341 | $6,496+28.4% | $7,906+5.5% | $4,126+102.1% |
| Admin fee / account holder | $6,775 | $8,415-19.5% | $13,708-50.6% | $7,339-7.7% |