Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $215,918 | $64,324+235.7% | $118,914+81.6% | $79,856+170.4% |
| Participation rate | 96.3% | 64.9%+31.4pp | 75.4%+20.9pp | 69.6%+26.7pp |
| Annual return | 7.20% | 86.45%-79.2pp | 35.89%-28.7pp | 31.71%-24.5pp |
| Employer contribution / active EE | $6,767 | $1,836+268.5% | $3,264+107.3% | $2,471+173.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,998 | $4,040-50.5% | $6,582-69.6% | $5,306-62.3% |