Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $216,739 | $100,970+114.7% | $96,576+124.4% | $137,256+57.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.69% | 38.16%-26.5pp | 38.47%-26.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $11,659 | $3,809+206.1% | $3,553+228.1% | $4,156+180.5% |
| Participant deferral / active EE | $34,126 | $8,286+311.8% | $7,956+328.9% | $6,407+432.7% |
| Admin fee / account holder | $21,848 | $11,312+93.1% | $11,381+92.0% | $12,270+78.1% |