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 | $215,340 | $76,407+181.8% | $150,298+43.3% | $82,448+161.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 4.86% | 39.99%-35.1pp | 62.79%-57.9pp | 41.64%-36.8pp |
| Employer contribution / active EE | $8,273 | $2,614+216.5% | $4,154+99.2% | $2,551+224.3% |
| Participant deferral / active EE | $5,433 | $3,214+69.0% | $5,453-0.4% | $4,139+31.3% |
| Admin fee / account holder | $6,361 | $6,352+0.1% | $14,116-54.9% | $7,234-12.1% |