Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $222,428 | $201,370+10.5% | $184,256+20.7% | $145,897+52.5% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 4.59% | 29.05%-24.5pp | 28.85%-24.3pp | 552.29%-547.7pp |
| Employer contribution / active EE | $7,061 | $7,024+0.5% | $6,427+9.9% | $4,663+51.4% |
| Participant deferral / active EE | $9,781 | $9,808-0.3% | $9,133+7.1% | $6,689+46.2% |
| Admin fee / account holder | $2,170 | $16,364-86.7% | $13,899-84.4% | $13,390-83.8% |