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 | $246,488 | $101,798+142.1% | $165,071+49.3% | $80,935+204.5% |
| Participation rate | 92.6% | 71.8%+20.8pp | 78.6%+14.0pp | 67.7%+24.9pp |
| Annual return | 9.98% | 16.73%-6.7pp | 70.17%-60.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $6,000 | $2,954+103.1% | $4,347+38.0% | $2,757+117.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,096 | $8,221+47.1% | $12,695-4.7% | $6,924+74.7% |