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 | $202,556 | $90,486+123.9% | $78,676+157.5% | $273,972-26.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.70% | 75.62%-73.9pp | 62.19%-60.5pp | 41.46%-39.8pp |
| Employer contribution / active EE | $4,320 | $3,175+36.1% | $2,850+51.6% | $4,869-11.3% |
| Participant deferral / active EE | $13,745 | $3,901+252.3% | $3,517+290.8% | $5,287+160.0% |
| Admin fee / account holder | $1,045 | $5,263-80.1% | $4,510-76.8% | $10,133-89.7% |