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 | $216,968 | $162,136+33.8% | $152,301+42.5% | $154,746+40.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.27% | 91.02%-83.7pp | 80.50%-73.2pp | 172.34%-165.1pp |
| Employer contribution / active EE | $3,271 | $4,890-33.1% | $4,624-29.3% | $4,379-25.3% |
| Participant deferral / active EE | $10,341 | $8,341+24.0% | $8,004+29.2% | $6,730+53.6% |
| Admin fee / account holder | $50,244 | $15,759+218.8% | $14,398+249.0% | $14,365+249.8% |