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 | $197,602 | $78,690+151.1% | $161,489+22.4% | $87,485+125.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.47% | 32.74%-20.3pp | 89.72%-77.3pp | 26.06%-13.6pp |
| Employer contribution / active EE | $4,461 | $2,588+72.4% | $4,268+4.5% | $2,596+71.8% |
| Participant deferral / active EE | $8,572 | $3,311+158.9% | $5,630+52.3% | $4,274+100.6% |
| Admin fee / account holder | $29,434 | $6,724+337.8% | $16,006+83.9% | $7,775+278.6% |