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 | $212,910 | $102,422+107.9% | $147,117+44.7% | $80,959+163.0% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 9.28% | 135.16%-125.9pp | 420.54%-411.3pp | 35.67%-26.4pp |
| Employer contribution / active EE | $6,547 | $3,717+76.1% | $4,932+32.7% | $2,757+137.4% |
| Participant deferral / active EE | $13,082 | $6,652+96.7% | $8,065+62.2% | $4,300+204.2% |
| Admin fee / account holder | $4,011 | $7,953-49.6% | $12,993-69.1% | $6,925-42.1% |