Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $168,797 | $76,407+120.9% | $150,298+12.3% | $82,448+104.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 6.63% | 39.99%-33.4pp | 62.79%-56.2pp | 41.64%-35.0pp |
| Employer contribution / active EE | $7,445 | $2,614+184.8% | $4,154+79.2% | $2,551+191.8% |
| Participant deferral / active EE | $4,558 | $3,214+41.8% | $5,453-16.4% | $4,139+10.1% |
| Admin fee / account holder | $234,465 | $6,352+3591.2% | $14,116+1561.0% | $7,234+3141.0% |