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 | $213,918 | $160,028+33.7% | $147,080+45.4% | $145,884+46.6% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 9.10% | 98.60%-89.5pp | 420.17%-411.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $4,608 | $5,286-12.8% | $4,933-6.6% | $4,662-1.2% |
| Participant deferral / active EE | $13,466 | $8,422+59.9% | $8,066+66.9% | $6,690+101.3% |
| Admin fee / account holder | $39,871 | $15,030+165.3% | $12,989+207.0% | $13,392+197.7% |