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 | $224,138 | $107,421+108.7% | $182,262+23.0% | $94,015+138.4% |
| Participation rate | 83.3% | 77.8%+5.6pp | 84.2%-0.9pp | 70.8%+12.5pp |
| Annual return | 12.69% | 21.32%-8.6pp | 140.60%-127.9pp | 17.84%-5.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,251 | $6,558-35.2% | $8,276-48.6% | $4,2490% |
| Admin fee / account holder | $24,819 | $8,692+185.5% | $16,712+48.5% | $8,951+177.3% |