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 | $221,343 | $102,422+116.1% | $147,117+50.5% | $80,959+173.4% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 11.36% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $17,793 | $3,717+378.6% | $4,932+260.7% | $2,757+545.4% |
| Participant deferral / active EE | $20,900 | $6,652+214.2% | $8,065+159.2% | $4,300+386.0% |
| Admin fee / account holder | $29,938 | $7,953+276.4% | $12,993+130.4% | $6,925+332.3% |