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 | $179,498 | $76,371+135.0% | $93,621+91.7% | $72,975+146.0% |
| Participation rate | 98.6% | 71.8%+26.9pp | 75.8%+22.8pp | 69.5%+29.1pp |
| Annual return | 11.27% | 25.82%-14.5pp | 32.76%-21.5pp | 81.01%-69.7pp |
| Employer contribution / active EE | $7,394 | $2,276+224.9% | $2,719+172.0% | $2,440+203.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $19,743 | $6,839+188.7% | $7,890+150.2% | $5,124+285.3% |