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 | $237,377 | $65,555+262.1% | $86,216+175.3% | $75,173+215.8% |
| Participation rate | 88.0% | 60.5%+27.5pp | 69.0%+19.0pp | 67.2%+20.8pp |
| Annual return | 11.63% | 46.07%-34.4pp | 1169.42%-1157.8pp | 160.72%-149.1pp |
| Employer contribution / active EE | $4,705 | $1,553+202.9% | $2,382+97.6% | $2,671+76.2% |
| Participant deferral / active EE | $6,212 | $3,023+105.5% | $3,986+55.8% | $4,126+50.5% |
| Admin fee / account holder | $1,549 | $5,469-71.7% | $6,853-77.4% | $5,651-72.6% |