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 | $249,747 | $88,672+181.7% | $105,223+137.3% | $82,448+202.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 4.29% | 30.86%-26.6pp | 180.65%-176.4pp | 41.64%-37.3pp |
| Employer contribution / active EE | $11,052 | $3,048+262.6% | $3,689+199.6% | $2,551+333.2% |
| Participant deferral / active EE | $8,749 | $4,036+116.8% | $5,072+72.5% | $4,139+111.4% |
| Admin fee / account holder | $4,687 | $7,146-34.4% | $8,859-47.1% | $7,234-35.2% |