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 | $205,036 | $72,012+184.7% | $185,827+10.3% | $79,858+156.8% |
| Participation rate | 97.7% | 65.8%+31.9pp | 78.0%+19.6pp | 69.6%+28.0pp |
| Annual return | 5.71% | 23.12%-17.4pp | 35.96%-30.3pp | 31.72%-26.0pp |
| Employer contribution / active EE | $3,487 | $1,965+77.5% | $4,087-14.7% | $2,471+41.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,633-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,169 | $4,513+169.7% | $9,502+28.1% | $5,306+129.3% |