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 | $203,190 | $52,279+288.7% | $89,414+127.2% | $79,852+154.5% |
| Participation rate | 95.7% | 57.5%+38.1pp | 68.0%+27.7pp | 69.6%+26.0pp |
| Annual return | 8.08% | 22.16%-14.1pp | 245.50%-237.4pp | 31.72%-23.6pp |
| Employer contribution / active EE | $9,326 | $1,572+493.4% | $2,586+260.6% | $2,471+277.4% |
| Participant deferral / active EE | $9,140 | $2,740+233.5% | $3,890+135.0% | $3,740+144.4% |
| Admin fee / account holder | $433 | $3,356-87.1% | $4,883-91.1% | $5,306-91.8% |