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 | $227,754 | $100,041+127.7% | $149,718+52.1% | $70,131+224.8% |
| Participation rate | 98.1% | 83.6%+14.6pp | 87.1%+11.1pp | 69.5%+28.6pp |
| Annual return | 11.79% | 27.43%-15.6pp | 1501.67%-1489.9pp | 73.14%-61.3pp |
| Employer contribution / active EE | $8,285 | $3,662+126.3% | $5,445+52.2% | $2,342+253.7% |
| Participant deferral / active EE | $12,807 | $4,983+157.0% | $6,569+95.0% | $3,332+284.4% |
| Admin fee / account holder | $28,902 | $8,286+248.8% | $11,283+156.2% | $4,645+522.2% |