Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $206,379 | $84,712+143.6% | $239,577-13.9% | $84,712+143.6% |
| Participation rate | 97.2% | 58.1%+39.2pp | 82.1%+15.1pp | 58.1%+39.2pp |
| Annual return | 7.15% | 15.22%-8.1pp | -0.70%+7.9pp | 15.22%-8.1pp |
| Employer contribution / active EE | $11,125 | $2,451+354.0% | $7,232+53.8% | $2,451+354.0% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $5,676-100.0% | $3,010-100.0% |
| Admin fee / account holder | $6,012 | $7,361-18.3% | $19,315-68.9% | $7,361-18.3% |