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 | $222,257 | $77,908+185.3% | $149,696+48.5% | $75,173+195.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.31% | 31.73%-19.4pp | 134.46%-122.1pp | 160.72%-148.4pp |
| Employer contribution / active EE | $10,238 | $3,138+226.3% | $4,821+112.4% | $2,671+283.3% |
| Participant deferral / active EE | $8,606 | $3,411+152.3% | $5,682+51.5% | $4,126+108.6% |
| Admin fee / account holder | $24,314 | $5,950+308.7% | $13,212+84.0% | $5,651+330.3% |