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 | $239,603 | $123,793+93.6% | $177,827+34.7% | $79,858+200.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -1.94% | 22.82%-24.8pp | 48.32%-50.3pp | 31.72%-33.7pp |
| Employer contribution / active EE | $14,200 | $4,095+246.7% | $5,918+139.9% | $2,471+474.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $51,731 | $7,243+614.3% | $12,429+316.2% | $5,306+875.0% |