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 | $96,052+108.2% | $118,106+69.3% | $87,485+128.5% |
| Participation rate | 92.9% | 77.0%+15.8pp | 81.9%+11.0pp | 68.9%+23.9pp |
| Annual return | 9.11% | 24.16%-15.0pp | 19.44%-10.3pp | 26.06%-16.9pp |
| Employer contribution / active EE | $7,142 | $3,939+81.3% | $4,698+52.0% | $2,596+175.1% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $6,619-100.0% | $4,274-100.0% |
| Admin fee / account holder | $18,777 | $7,618+146.5% | $8,973+109.3% | $7,775+141.5% |