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 | $229,938 | $102,429+124.5% | $147,096+56.3% | $80,925+184.1% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 11.46% | 135.02%-123.6pp | 419.75%-408.3pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,303 | $6,649+85.1% | $8,071+52.4% | $4,299+186.2% |
| Admin fee / account holder | $17,535 | $7,957+120.4% | $13,005+34.8% | $6,940+152.7% |