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 | $211,797 | $93,589+126.3% | $135,942+55.8% | $75,181+181.7% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 14.84% | 30.90%-16.1pp | 68.28%-53.4pp | 160.69%-145.8pp |
| Employer contribution / active EE | $6,545 | $3,537+85.0% | $4,858+34.7% | $2,671+145.1% |
| Participant deferral / active EE | $9,011 | $6,405+40.7% | $7,759+16.1% | $4,126+118.4% |
| Admin fee / account holder | $10,745 | $6,977+54.0% | $10,764-0.2% | $5,650+90.2% |