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 | $212,224 | $89,367+137.5% | $141,191+50.3% | $72,975+190.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 5.21% | 111.87%-106.7pp | 71.41%-66.2pp | 81.01%-75.8pp |
| Employer contribution / active EE | $3,412 | $3,115+9.5% | $4,736-28.0% | $2,440+39.8% |
| Participant deferral / active EE | $7,451 | $5,419+37.5% | $6,710+11.0% | $3,608+106.5% |
| Admin fee / account holder | $10,745 | $5,957+80.4% | $10,264+4.7% | $5,124+109.7% |