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 | $166,551 | $47,479+250.8% | $62,929+164.7% | $82,448+102.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.67% | 20.34%-9.7pp | 1063.93%-1053.3pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,547 | $1,885+35.1% | $2,505+1.7% | $2,551-0.2% |
| Participant deferral / active EE | $4,148 | $2,870+44.5% | $3,888+6.7% | $4,139+0.2% |
| Admin fee / account holder | $16,823 | $3,804+342.3% | $5,065+232.2% | $7,234+132.5% |