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 | $203,681 | $105,200+93.6% | $159,474+27.7% | $85,847+137.3% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.8%-11.0pp | 69.3%+2.6pp |
| Annual return | 10.80% | 45.08%-34.3pp | 263.68%-252.9pp | 318.61%-307.8pp |
| Employer contribution / active EE | $8,177 | $3,319+146.4% | $4,831+69.3% | $2,565+218.8% |
| Participant deferral / active EE | $6,068 | $5,946+2.0% | $7,353-17.5% | $3,952+53.5% |
| Admin fee / account holder | $30,926 | $6,934+346.0% | $10,802+186.3% | $6,261+394.0% |