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 | $162,803 | $48,064+238.7% | $84,646+92.3% | $72,977+123.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 3.64% | 37.39%-33.8pp | 258.85%-255.2pp | 81.02%-77.4pp |
| Employer contribution / active EE | $13,680 | $1,602+753.8% | $2,654+415.5% | $2,440+460.6% |
| Participant deferral / active EE | $4,507 | $2,681+68.1% | $3,901+15.6% | $3,608+24.9% |
| Admin fee / account holder | $3,339 | $3,396-1.7% | $4,915-32.1% | $5,124-34.8% |