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 | $217,208 | $78,682+176.1% | $109,188+98.9% | $85,851+153.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.61% | 25.09%-14.5pp | 25.76%-15.1pp | 318.63%-308.0pp |
| Employer contribution / active EE | $8,751 | $2,734+220.1% | $3,723+135.0% | $2,565+241.1% |
| Participant deferral / active EE | $8,033 | $3,468+131.7% | $4,654+72.6% | $3,952+103.3% |
| Admin fee / account holder | $1,644 | $5,470-69.9% | $6,755-75.7% | $6,261-73.7% |