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 | $208,092 | $104,709+98.7% | $85,705+142.8% | $167,553+24.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 7.89% | 21.45%-13.6pp | 21.49%-13.6pp | 478.89%-471.0pp |
| Employer contribution / active EE | $5,562 | $3,338+66.6% | $2,619+112.4% | $4,840+14.9% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $30,024 | $10,036+199.1% | $6,877+336.6% | $12,316+143.8% |