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 | $172,162 | $54,541+215.7% | $78,778+118.5% | $70,124+145.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 6.93% | 21.07%-14.1pp | 35.62%-28.7pp | 73.14%-66.2pp |
| Employer contribution / active EE | $10,765 | $1,089+888.9% | $1,986+442.1% | $2,342+359.5% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,601 | $3,709+78.0% | $5,134+28.6% | $4,645+42.1% |