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 | $235,082 | $106,524+120.7% | $152,301+54.4% | $87,485+168.7% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.4%+9.6pp | 68.9%+23.1pp |
| Annual return | 11.44% | 26.89%-15.5pp | 80.50%-69.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,591 | $6,525+31.7% | $8,004+7.3% | $4,274+101.0% |
| Admin fee / account holder | $117,955 | $8,287+1323.4% | $14,398+719.3% | $7,775+1417.2% |