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 | $230,710 | $89,364+158.2% | $141,177+63.4% | $72,983+216.1% |
| Participation rate | 90.8% | 75.1%+15.6pp | 82.5%+8.3pp | 69.5%+21.3pp |
| Annual return | 17.99% | 111.86%-93.9pp | 71.40%-53.4pp | 81.01%-63.0pp |
| Employer contribution / active EE | $4,414 | $3,115+41.7% | $4,736-6.8% | $2,440+80.9% |
| Participant deferral / active EE | $9,585 | $5,419+76.9% | $6,710+42.9% | $3,608+165.7% |
| Admin fee / account holder | $15,065 | $5,959+152.8% | $10,263+46.8% | $5,124+194.0% |