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 | $249,382 | $77,908+220.1% | $149,696+66.6% | $75,173+231.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.13% | 31.73%-20.6pp | 134.46%-123.3pp | 160.72%-149.6pp |
| Employer contribution / active EE | $5,221 | $3,138+66.4% | $4,821+8.3% | $2,671+95.5% |
| Participant deferral / active EE | $4,274 | $3,411+25.3% | $5,682-24.8% | $4,126+3.6% |
| Admin fee / account holder | $5,709 | $5,950-4.0% | $13,212-56.8% | $5,651+1.0% |