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 | $240,987 | $47,479+407.6% | $62,929+283.0% | $82,448+192.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.48% | 20.34%-9.9pp | 1063.93%-1053.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $4,622 | $1,885+145.1% | $2,505+84.5% | $2,551+81.2% |
| Participant deferral / active EE | $7,136 | $2,870+148.6% | $3,888+83.5% | $4,139+72.4% |
| Admin fee / account holder | $3,164 | $3,804-16.8% | $5,065-37.5% | $7,234-56.3% |