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 | $237,283 | $102,429+131.7% | $147,096+61.3% | $80,925+193.2% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 8.35% | 135.02%-126.7pp | 419.75%-411.4pp | 35.65%-27.3pp |
| Employer contribution / active EE | $3,913 | $3,716+5.3% | $4,936-20.7% | $2,756+42.0% |
| Participant deferral / active EE | $4,087 | $6,649-38.5% | $8,071-49.4% | $4,299-4.9% |
| Admin fee / account holder | $48,310 | $7,957+507.1% | $13,005+271.5% | $6,940+596.1% |