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 | $249,818 | $110,337+126.4% | $102,383+144.0% | $145,877+71.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.76% | 24.83%-16.1pp | 24.94%-16.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $11,859 | $4,216+181.3% | $3,870+206.4% | $4,663+154.3% |
| Participant deferral / active EE | $5,275 | $5,621-6.2% | $5,060+4.3% | $6,691-21.2% |
| Admin fee / account holder | $3,357 | $9,750-65.6% | $8,391-60.0% | $13,402-75.0% |