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 | $240,790 | $157,304+53.1% | $141,197+70.5% | $152,909+57.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.36% | 64.34%-51.0pp | 71.41%-58.0pp | 345.46%-332.1pp |
| Employer contribution / active EE | $4,125 | $5,263-21.6% | $4,736-12.9% | $4,764-13.4% |
| Participant deferral / active EE | $9,719 | $7,111+36.7% | $6,710+44.8% | $5,851+66.1% |
| Admin fee / account holder | $5,605 | $12,126-53.8% | $10,265-45.4% | $11,601-51.7% |