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 | $191,998 | $93,345+105.7% | $119,126+61.2% | $87,485+119.5% |
| Participation rate | 96.1% | 68.7%+27.3pp | 75.8%+20.3pp | 68.9%+27.1pp |
| Annual return | 11.27% | 19.08%-7.8pp | 282.11%-270.8pp | 26.06%-14.8pp |
| Employer contribution / active EE | $10,213 | $3,172+222.0% | $4,034+153.2% | $2,596+293.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,884 | $8,039-1.9% | $10,693-26.3% | $7,775+1.4% |