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 | $217,236 | $98,760+120.0% | $149,715+45.1% | $79,858+172.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.16% | 27.43%-18.3pp | 276.66%-267.5pp | 31.72%-22.6pp |
| Employer contribution / active EE | $8,178 | $3,217+154.2% | $4,645+76.1% | $2,471+231.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,098 | $6,053-81.9% | $9,310-88.2% | $5,306-79.3% |