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 | $230,975 | $192,829+19.8% | $142,516+62.1% | $139,487+65.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | -7.82% | 18.07%-25.9pp | 20.03%-27.9pp | 373.84%-381.7pp |
| Employer contribution / active EE | $17,576 | $5,808+202.6% | $4,849+262.5% | $4,755+269.7% |
| Participant deferral / active EE | $10,040 | $7,200+39.5% | $6,280+59.9% | $6,713+49.6% |
| Admin fee / account holder | $1,600 | $15,120-89.4% | $10,008-84.0% | $11,407-86.0% |