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 | $241,196 | $81,358+196.5% | $155,556+55.1% | $80,959+197.9% |
| Participation rate | 77.6% | 66.3%+11.4pp | 78.2%-0.6pp | 67.7%+10.0pp |
| Annual return | 9.32% | 33.39%-24.1pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $3,762 | $3,106+21.1% | $4,675-19.5% | $2,757+36.5% |
| Participant deferral / active EE | $7,379 | $3,455+113.6% | $5,631+31.1% | $4,300+71.6% |
| Admin fee / account holder | $16,852 | $7,994+110.8% | $15,885+6.1% | $6,925+143.3% |