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 | $192,561 | $93,617+105.7% | $135,982+41.6% | $75,177+156.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.02% | 30.89%-19.9pp | 68.32%-57.3pp | 160.75%-149.7pp |
| Employer contribution / active EE | $12,289 | $3,538+247.3% | $4,859+152.9% | $2,671+360.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $28,144 | $6,980+303.2% | $10,767+161.4% | $5,651+398.0% |