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 | $222,967 | $109,863+103.0% | $98,477+126.4% | $167,518+33.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 2.97% | 1958.09%-1955.1pp | 1493.59%-1490.6pp | 478.71%-475.7pp |
| Employer contribution / active EE | $8,765 | $3,225+171.8% | $2,961+196.0% | $4,838+81.1% |
| Participant deferral / active EE | $4,000 | $4,673-14.4% | $4,276-6.5% | $6,342-36.9% |
| Admin fee / account holder | $2,009 | $6,755-70.3% | $5,951-66.2% | $12,312-83.7% |