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 | $229,261 | $106,524+115.2% | $152,301+50.5% | $87,485+162.1% |
| Participation rate | 91.1% | 75.8%+15.4pp | 82.4%+8.7pp | 68.9%+22.2pp |
| Annual return | 12.78% | 26.89%-14.1pp | 80.50%-67.7pp | 26.06%-13.3pp |
| Employer contribution / active EE | $13,985 | $3,371+314.8% | $4,624+202.4% | $2,596+438.7% |
| Participant deferral / active EE | $17,094 | $6,525+162.0% | $8,004+113.6% | $4,274+300.0% |
| Admin fee / account holder | $112,146 | $8,287+1253.3% | $14,398+678.9% | $7,775+1342.4% |