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 | $190,304 | $53,841+253.5% | $75,731+151.3% | $85,851+121.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 10.02% | 24.54%-14.5pp | 104.65%-94.6pp | 318.63%-308.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,989 | $2,895+72.4% | $3,820+30.6% | $3,952+26.2% |
| Admin fee / account holder | $3,790 | $3,340+13.5% | $3,620+4.7% | $6,261-39.5% |