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 | $232,294 | $93,617+148.1% | $135,982+70.8% | $75,177+209.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 0.53% | 30.89%-30.4pp | 68.32%-67.8pp | 160.75%-160.2pp |
| Employer contribution / active EE | $10,539 | $3,538+197.9% | $4,859+116.9% | $2,671+294.6% |
| Participant deferral / active EE | $8,514 | $6,406+32.9% | $7,760+9.7% | $4,126+106.3% |
| Admin fee / account holder | $5,407 | $6,980-22.5% | $10,767-49.8% | $5,651-4.3% |