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 | $193,654 | $78,423+146.9% | $95,964+101.8% | $79,856+142.5% |
| Participation rate | 97.1% | 73.5%+23.6pp | 77.1%+20.0pp | 69.6%+27.4pp |
| Annual return | 6.01% | 19.37%-13.4pp | 91.64%-85.6pp | 31.71%-25.7pp |
| Employer contribution / active EE | $16,576 | $1,945+752.1% | $2,541+552.3% | $2,471+570.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,649 | $5,622-70.7% | $6,797-75.7% | $5,306-68.9% |