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 | $229,162 | $106,267+115.6% | $96,520+137.4% | $139,456+64.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.62% | 38.45%-30.8pp | 35.72%-28.1pp | 373.45%-365.8pp |
| Employer contribution / active EE | $9,962 | $4,105+142.7% | $3,739+166.5% | $4,753+109.6% |
| Participant deferral / active EE | $11,354 | $5,454+108.2% | $4,879+132.7% | $6,711+69.2% |
| Admin fee / account holder | $61,169 | $7,882+676.0% | $6,733+808.5% | $11,407+436.2% |