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 | $210,670 | $95,406+120.8% | $185,849+13.4% | $85,847+145.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.26% | 23.59%-14.3pp | 122.10%-112.8pp | 318.61%-309.3pp |
| Employer contribution / active EE | $7,399 | $3,314+123.3% | $5,169+43.2% | $2,565+188.4% |
| Participant deferral / active EE | $5,295 | $3,424+54.7% | $5,569-4.9% | $3,952+34.0% |
| Admin fee / account holder | $2,929 | $7,214-59.4% | $16,244-82.0% | $6,261-53.2% |