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 | $199,170 | $149,446+33.3% | $256,809-22.4% | $94,015+111.8% |
| Participation rate | 95.2% | 85.3%+9.9pp | 88.5%+6.7pp | 70.8%+24.4pp |
| Annual return | 6.13% | 17.55%-11.4pp | 32.73%-26.6pp | 17.84%-11.7pp |
| Employer contribution / active EE | $8,371 | $4,596+82.1% | $7,263+15.3% | $2,790+200.0% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $13,101 | $24,035-45.5% | $25,146-47.9% | $8,951+46.4% |