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 | $188,589 | $98,776+90.9% | $149,745+25.9% | $79,856+136.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.69% | 27.38%-18.7pp | 276.72%-268.0pp | 31.71%-23.0pp |
| Employer contribution / active EE | $8,972 | $3,217+178.9% | $4,646+93.1% | $2,471+263.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $849 | $6,053-86.0% | $9,312-90.9% | $5,306-84.0% |