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 | $200,690 | $72,492+176.8% | $87,104+130.4% | $72,975+175.0% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 14.72% | 24.46%-9.7pp | 28.19%-13.5pp | 81.01%-66.3pp |
| Employer contribution / active EE | $2,714 | $1,894+43.3% | $2,521+7.6% | $2,440+11.2% |
| Participant deferral / active EE | $5,622 | $3,270+71.9% | $4,048+38.9% | $3,608+55.8% |
| Admin fee / account holder | $14,589 | $5,055+188.6% | $7,491+94.8% | $5,124+184.7% |