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 | $196,270 | $157,304+24.8% | $141,197+39.0% | $152,909+28.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.13% | 64.34%-62.2pp | 71.41%-69.3pp | 345.46%-343.3pp |
| Employer contribution / active EE | $10,000 | $5,263+90.0% | $4,736+111.1% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,684 | $12,126+21.1% | $10,265+43.0% | $11,601+26.6% |