Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $243,189 | $110,212+120.7% | $96,534+151.9% | $139,466+74.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 5.93% | 26.42%-20.5pp | 25.88%-20.0pp | 373.66%-367.7pp |
| Employer contribution / active EE | $17,472 | $3,620+382.7% | $2,965+489.2% | $4,754+267.5% |
| Participant deferral / active EE | $3,574 | $5,547-35.6% | $4,851-26.3% | $6,712-46.8% |
| Admin fee / account holder | $52,100 | $11,599+349.2% | $8,253+531.3% | $11,409+356.7% |