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 | $227,496 | $108,825+109.0% | $156,181+45.7% | $82,448+175.9% |
| Participation rate | 89.2% | 72.4%+16.9pp | 78.8%+10.4pp | 68.1%+21.2pp |
| Annual return | 5.20% | 20.59%-15.4pp | 64.87%-59.7pp | 41.64%-36.4pp |
| Employer contribution / active EE | $13,467 | $2,870+369.3% | $4,294+213.6% | $2,551+427.9% |
| Participant deferral / active EE | $5,780 | $4,577+26.3% | $6,132-5.7% | $4,139+39.6% |
| Admin fee / account holder | $22,315 | $9,341+138.9% | $14,586+53.0% | $7,234+208.5% |