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 | $234,531 | $102,393+129.1% | $147,041+59.5% | $80,911+189.9% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 11.41% | 134.95%-123.5pp | 419.21%-407.8pp | 35.63%-24.2pp |
| Employer contribution / active EE | $7,307 | $3,715+96.7% | $4,935+48.1% | $2,756+165.1% |
| Participant deferral / active EE | $9,109 | $6,647+37.0% | $8,071+12.9% | $4,297+112.0% |
| Admin fee / account holder | $29,536 | $7,943+271.8% | $13,006+127.1% | $6,935+325.9% |