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 | $217,843 | $78,027+179.2% | $178,528+22.0% | $80,925+169.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 10.60% | 18.09%-7.5pp | 27.11%-16.5pp | 35.65%-25.1pp |
| Employer contribution / active EE | $14,157 | $2,281+520.6% | $3,950+258.4% | $2,756+413.6% |
| Participant deferral / active EE | $4,251 | $4,408-3.5% | $6,278-32.3% | $4,299-1.1% |
| Admin fee / account holder | $15,569 | $7,168+117.2% | $10,419+49.4% | $6,940+124.3% |