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 | $81,454 | $183,592-55.6% | $155,567-47.6% | $145,959-44.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.89% | 61.24%-56.3pp | 64.74%-59.8pp | 561.95%-557.1pp |
| Employer contribution / active EE | $22,433 | $5,315+322.1% | $4,674+379.9% | $4,661+381.3% |
| Participant deferral / active EE | $17,306 | $6,464+167.7% | $5,628+207.5% | $6,689+158.7% |
| Admin fee / account holder | $284,403 | $19,318+1372.2% | $15,916+1686.8% | $13,398+2022.8% |