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 | $207,673 | $89,370+132.4% | $141,197+47.1% | $72,976+184.6% |
| Participation rate | 91.2% | 75.1%+16.0pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 1.63% | 111.88%-110.2pp | 71.41%-69.8pp | 81.02%-79.4pp |
| Employer contribution / active EE | $4,703 | $3,115+51.0% | $4,736-0.7% | $2,440+92.7% |
| Participant deferral / active EE | $6,396 | $5,419+18.0% | $6,710-4.7% | $3,608+77.3% |
| Admin fee / account holder | $2,062 | $5,957-65.4% | $10,265-79.9% | $5,124-59.8% |