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 | $194,298 | $56,063+246.6% | $76,051+155.5% | $80,911+140.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 9.65% | 20.54%-10.9pp | 360.42%-350.8pp | 35.63%-26.0pp |
| Employer contribution / active EE | $15,413 | $1,874+722.5% | $2,690+473.1% | $2,756+459.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $17,776 | $5,240+239.2% | $6,416+177.0% | $6,935+156.3% |