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 | $229,568 | $106,749+115.1% | $145,433+57.9% | $82,448+178.4% |
| Participation rate | 79.3% | 75.6%+3.7pp | 82.1%-2.8pp | 68.1%+11.2pp |
| Annual return | 10.79% | 27.59%-16.8pp | 66.58%-55.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,057 | $3,444-69.3% | $4,554-76.8% | $2,551-58.6% |
| Participant deferral / active EE | $7,659 | $6,519+17.5% | $7,897-3.0% | $4,139+85.0% |
| Admin fee / account holder | $33,765 | $8,390+302.5% | $13,129+157.2% | $7,234+366.7% |