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 | $214,398 | $48,337+343.5% | $67,560+217.3% | $80,959+164.8% |
| Participation rate | 97.2% | 66.4%+30.8pp | 72.9%+24.3pp | 67.7%+29.6pp |
| Annual return | 9.55% | 18.26%-8.7pp | 3533.50%-3523.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $6,851 | $2,023+238.7% | $2,737+150.3% | $2,757+148.5% |
| Participant deferral / active EE | $1,562 | $2,928-46.7% | $4,004-61.0% | $4,300-63.7% |
| Admin fee / account holder | $12,444 | $3,695+236.7% | $3,994+211.6% | $6,925+79.7% |