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 | $195,064 | $152,619+27.8% | $125,195+55.8% | $152,909+27.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.49% | 54.85%-52.4pp | 43.79%-41.3pp | 345.46%-343.0pp |
| Employer contribution / active EE | $2,850 | $4,947-42.4% | $3,866-26.3% | $4,764-40.2% |
| Participant deferral / active EE | $7,943 | $5,869+35.3% | $4,937+60.9% | $5,851+35.7% |
| Admin fee / account holder | $30,511 | $13,437+127.1% | $9,704+214.4% | $11,601+163.0% |