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 | $197,903 | $65,367+202.8% | $92,915+113.0% | $72,976+171.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 9.19% | 42.11%-32.9pp | 109.45%-100.3pp | 81.02%-71.8pp |
| Employer contribution / active EE | $7,240 | $2,594+179.1% | $3,653+98.2% | $2,440+196.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,735 | $4,251+81.9% | $5,796+33.5% | $5,124+51.0% |