Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $215,688 | $95,453+126.0% | $112,040+92.5% | $82,448+161.6% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.5%+22.1pp | 68.1%+30.5pp |
| Annual return | 4.73% | 23.92%-19.2pp | 24.52%-19.8pp | 41.64%-36.9pp |
| Employer contribution / active EE | $6,803 | $2,318+193.5% | $2,954+130.3% | $2,551+166.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,574 | $9,013-71.4% | $12,098-78.7% | $7,234-64.4% |