Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $220,978 | $61,125+261.5% | $94,057+134.9% | $87,485+152.6% |
| Participation rate | 96.1% | 64.1%+32.0pp | 73.3%+22.7pp | 68.9%+27.1pp |
| Annual return | 3.01% | 35.20%-32.2pp | 480.62%-477.6pp | 26.06%-23.1pp |
| Employer contribution / active EE | $1,991 | $2,136-6.8% | $2,933-32.1% | $2,596-23.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,479 | $5,629-73.7% | $7,244-79.6% | $7,775-81.0% |