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 | $225,191 | $81,457+176.5% | $103,378+117.8% | $80,911+178.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.86% | 25.58%-17.7pp | 24.91%-17.1pp | 35.63%-27.8pp |
| Employer contribution / active EE | $2,958 | $3,107-4.8% | $3,870-23.6% | $2,756+7.3% |
| Participant deferral / active EE | $4,120 | $3,871+6.4% | $5,058-18.5% | $4,297-4.1% |
| Admin fee / account holder | $1,917 | $6,717-71.5% | $8,401-77.2% | $6,935-72.4% |