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 | $231,791 | $124,425+86.3% | $112,040+106.9% | $137,256+68.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.46% | 24.72%-15.3pp | 24.52%-15.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,921 | $3,411-14.4% | $2,954-1.1% | $4,156-29.7% |
| Participant deferral / active EE | $7,727 | $5,718+35.1% | $5,098+51.6% | $6,407+20.6% |
| Admin fee / account holder | $61,322 | $15,207+303.3% | $12,098+406.9% | $12,270+399.8% |