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 | $207,425 | $85,766+141.8% | $136,298+52.2% | $70,126+195.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.20% | 31.46%-17.3pp | 5156.27%-5142.1pp | 73.15%-58.9pp |
| Employer contribution / active EE | $4,469 | $2,966+50.7% | $4,696-4.8% | $2,343+90.8% |
| Participant deferral / active EE | $4,420 | $5,051-12.5% | $6,247-29.3% | $3,332+32.7% |
| Admin fee / account holder | $4,414 | $5,421-18.6% | $9,244-52.2% | $4,645-5.0% |