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 | $242,921 | $88,672+174.0% | $105,223+130.9% | $82,448+194.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.39% | 30.86%-19.5pp | 180.65%-169.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $4,471 | $3,048+46.7% | $3,689+21.2% | $2,551+75.3% |
| Participant deferral / active EE | $7,845 | $4,036+94.4% | $5,072+54.7% | $4,139+89.5% |
| Admin fee / account holder | $7,450 | $7,146+4.3% | $8,859-15.9% | $7,234+3.0% |