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 | $195,745 | $118,877+64.7% | $96,570+102.7% | $167,536+16.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.89% | 50.50%-42.6pp | 37.79%-29.9pp | 478.82%-470.9pp |
| Employer contribution / active EE | $799 | $3,121-74.4% | $2,357-66.1% | $4,839-83.5% |
| Participant deferral / active EE | $10,941 | $4,617+137.0% | $3,849+184.2% | $6,342+72.5% |
| Admin fee / account holder | $11,422 | $8,069+41.6% | $6,182+84.7% | $12,315-7.3% |