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 | $102,385+108.0% | $147,080+44.8% | $80,935+163.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 9.28% | 135.09%-125.8pp | 420.17%-410.9pp | 35.66%-26.4pp |
| Employer contribution / active EE | $6,547 | $3,717+76.1% | $4,933+32.7% | $2,757+137.5% |
| Participant deferral / active EE | $13,082 | $6,651+96.7% | $8,066+62.2% | $4,299+204.3% |
| Admin fee / account holder | $4,011 | $7,951-49.6% | $12,989-69.1% | $6,924-42.1% |