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 | $246,605 | $78,520+214.1% | $96,576+155.3% | $82,448+199.1% |
| Participation rate | 97.3% | 77.7%+19.6pp | 81.4%+15.9pp | 68.1%+29.2pp |
| Annual return | 11.39% | 41.30%-29.9pp | 38.47%-27.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $9,448 | $2,630+259.3% | $3,553+165.9% | $2,551+270.4% |
| Participant deferral / active EE | $4,779 | $6,754-29.2% | $7,956-39.9% | $4,139+15.5% |
| Admin fee / account holder | $18,039 | $13,455+34.1% | $11,381+58.5% | $7,234+149.4% |