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 | $137,441 | $79,449+73.0% | $189,575-27.5% | $85,847+60.1% |
| Participation rate | 96.4% | 66.0%+30.4pp | 78.4%+18.0pp | 69.3%+27.1pp |
| Annual return | 9.44% | 18.45%-9.0pp | 64.19%-54.8pp | 318.61%-309.2pp |
| Employer contribution / active EE | $16,429 | $2,081+689.5% | $4,412+272.4% | $2,565+540.4% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $13,538 | $5,377+151.8% | $9,806+38.1% | $6,261+116.2% |