Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $245,758 | $70,684+247.7% | $169,397+45.1% | $75,177+226.9% |
| Participation rate | 85.1% | 64.8%+20.3pp | 77.2%+8.0pp | 67.2%+17.9pp |
| Annual return | 12.56% | 36.38%-23.8pp | 406.23%-393.7pp | 160.75%-148.2pp |
| Employer contribution / active EE | $4,957 | $2,211+124.2% | $4,013+23.5% | $2,671+85.6% |
| Participant deferral / active EE | $9,608 | $4,310+123.0% | $6,223+54.4% | $4,126+132.9% |
| Admin fee / account holder | $17,041 | $5,404+215.3% | $9,017+89.0% | $5,651+201.5% |