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 | $204,012 | $132,634+53.8% | $115,768+76.2% | $137,256+48.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.22% | 160.70%-151.5pp | 100.46%-91.2pp | 220.34%-211.1pp |
| Employer contribution / active EE | $3,274 | $3,360-2.5% | $2,940+11.4% | $4,156-21.2% |
| Participant deferral / active EE | $4,037 | $5,619-28.1% | $4,917-17.9% | $6,407-37.0% |
| Admin fee / account holder | $3,525 | $15,028-76.5% | $12,439-71.7% | $12,270-71.3% |