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 | $243,800 | $184,014+32.5% | $161,149+51.3% | $138,895+75.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 7.57% | 21.52%-13.9pp | 21.16%-13.6pp | 145.39%-137.8pp |
| Employer contribution / active EE | $2,625 | $5,055-48.1% | $4,360-39.8% | $4,194-37.4% |
| Participant deferral / active EE | $4,165 | $6,909-39.7% | $6,153-32.3% | $6,396-34.9% |
| Admin fee / account holder | $156,581 | $18,027+768.6% | $15,194+930.5% | $12,562+1146.4% |