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 | $123,478+84.2% | $216,567+5.0% | $94,015+142.0% |
| Participation rate | 89.2% | 75.1%+14.1pp | 81.6%+7.6pp | 70.8%+18.4pp |
| Annual return | 5.20% | 23.61%-18.4pp | 12.94%-7.7pp | 17.84%-12.6pp |
| Employer contribution / active EE | $13,467 | $3,136+329.5% | $5,216+158.2% | $2,790+382.7% |
| Participant deferral / active EE | $5,780 | $4,556+26.9% | $6,191-6.6% | $4,249+36.0% |
| Admin fee / account holder | $22,315 | $12,753+75.0% | $21,981+1.5% | $8,951+149.3% |