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 | $240,115 | $102,385+134.5% | $147,080+63.3% | $80,935+196.7% |
| Participation rate | 89.1% | 75.9%+13.3pp | 82.2%+6.9pp | 67.7%+21.5pp |
| Annual return | 11.57% | 135.09%-123.5pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $5,473 | $3,717+47.2% | $4,933+10.9% | $2,757+98.5% |
| Participant deferral / active EE | $11,910 | $6,651+79.1% | $8,066+47.6% | $4,299+177.0% |
| Admin fee / account holder | $5,570 | $7,951-30.0% | $12,989-57.1% | $6,924-19.6% |