Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $219,807 | $183,592+19.7% | $155,567+41.3% | $145,959+50.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.72% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $1,991 | $5,315-62.5% | $4,674-57.4% | $4,661-57.3% |
| Participant deferral / active EE | $6,734 | $6,464+4.2% | $5,628+19.7% | $6,689+0.7% |
| Admin fee / account holder | $5,132 | $19,318-73.4% | $15,916-67.8% | $13,398-61.7% |