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 | $199,946 | $96,233+107.8% | $137,474+45.4% | $94,015+112.7% |
| Participation rate | 92.9% | 78.3%+14.5pp | 83.5%+9.3pp | 70.8%+22.0pp |
| Annual return | 9.11% | 16.05%-6.9pp | 11.53%-2.4pp | 17.84%-8.7pp |
| Employer contribution / active EE | $7,142 | $3,713+92.3% | $5,048+41.5% | $2,790+156.0% |
| Participant deferral / active EE | $0 | $5,018-100.0% | $6,155-100.0% | $4,249-100.0% |
| Admin fee / account holder | $18,777 | $7,029+167.1% | $10,602+77.1% | $8,951+109.8% |