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 | $242,373 | $118,877+103.9% | $96,570+151.0% | $167,536+44.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 2.73% | 50.50%-47.8pp | 37.79%-35.1pp | 478.82%-476.1pp |
| Employer contribution / active EE | $9,703 | $3,121+210.9% | $2,357+311.6% | $4,839+100.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,997 | $8,069+11.5% | $6,182+45.5% | $12,315-26.9% |