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 | $215,789 | $106,524+102.6% | $152,301+41.7% | $87,485+146.7% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 7.31% | 26.89%-19.6pp | 80.50%-73.2pp | 26.06%-18.7pp |
| Employer contribution / active EE | $13,065 | $3,371+287.5% | $4,624+182.5% | $2,596+403.3% |
| Participant deferral / active EE | $5,568 | $6,525-14.7% | $8,004-30.4% | $4,274+30.3% |
| Admin fee / account holder | $82,767 | $8,287+898.8% | $14,398+474.9% | $7,775+964.6% |