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 | $237,792 | $48,327+392.0% | $67,575+251.9% | $80,935+193.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.98% | 18.31%-7.3pp | 3528.98%-3518.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $12,376 | $2,022+512.0% | $2,736+352.4% | $2,757+348.9% |
| Participant deferral / active EE | $9,588 | $2,927+227.5% | $4,003+139.5% | $4,299+123.0% |
| Admin fee / account holder | $23,236 | $3,692+529.3% | $3,993+481.9% | $6,924+235.6% |