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 | $224,831 | $155,555+44.5% | $146,866+53.1% | $155,188+44.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.11% | 115.41%-105.3pp | 102.85%-92.7pp | 148.84%-138.7pp |
| Employer contribution / active EE | $18,232 | $4,647+292.4% | $4,425+312.1% | $4,248+329.2% |
| Participant deferral / active EE | $21,722 | $8,044+170.0% | $7,759+179.9% | $6,531+232.6% |
| Admin fee / account holder | $116,404 | $14,755+688.9% | $13,620+754.7% | $14,480+703.9% |