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 | $212,235 | $150,412+41.1% | $120,574+76.0% | $145,884+45.5% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 6.92% | 154.50%-147.6pp | 107.42%-100.5pp | 551.85%-544.9pp |
| Employer contribution / active EE | $11,992 | $4,355+175.4% | $3,471+245.5% | $4,662+157.2% |
| Participant deferral / active EE | $5,408 | $6,175-12.4% | $4,996+8.2% | $6,690-19.2% |
| Admin fee / account holder | $50,342 | $12,224+311.8% | $9,445+433.0% | $13,392+275.9% |