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 | $249,606 | $136,307+83.1% | $106,619+134.1% | $273,972-8.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 78.0%+10.9pp | 83.0%+5.9pp |
| Annual return | 1.35% | 11.05%-9.7pp | 9.42%-8.1pp | 41.46%-40.1pp |
| Employer contribution / active EE | $7,973 | $5,190+53.6% | $3,947+102.0% | $4,869+63.8% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,959 | $8,625+38.7% | $6,418+86.3% | $10,133+18.0% |