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 | $216,602 | $154,228+40.4% | $145,433+48.9% | $137,256+57.8% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 9.89% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,982 | $4,804-37.9% | $4,554-34.5% | $4,156-28.3% |
| Participant deferral / active EE | $5,465 | $8,216-33.5% | $7,897-30.8% | $6,407-14.7% |
| Admin fee / account holder | $66,338 | $14,344+362.5% | $13,129+405.3% | $12,270+440.6% |