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 | $188,528 | $51,184+268.3% | $66,439+183.8% | $86,983+116.7% |
| Participation rate | 95.4% | 68.5%+26.9pp | 74.5%+20.9pp | 69.5%+25.8pp |
| Annual return | 9.26% | 17.07%-7.8pp | 757.66%-748.4pp | 25.83%-16.6pp |
| Employer contribution / active EE | $12,203 | $2,023+503.3% | $2,637+362.8% | $2,584+372.2% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,955 | $4,154+91.5% | $6,173+28.9% | $7,856+1.3% |