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 | $231,756 | $98,776+134.6% | $149,745+54.8% | $79,856+190.2% |
| Participation rate | 88.3% | 75.8%+12.5pp | 82.5%+5.9pp | 69.6%+18.7pp |
| Annual return | 10.19% | 27.38%-17.2pp | 276.72%-266.5pp | 31.71%-21.5pp |
| Employer contribution / active EE | $5,950 | $3,217+85.0% | $4,646+28.1% | $2,471+140.8% |
| Participant deferral / active EE | $9,131 | $5,681+60.7% | $6,843+33.4% | $3,741+144.1% |
| Admin fee / account holder | $31,457 | $6,053+419.7% | $9,312+237.8% | $5,306+492.8% |