Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $195,863 | $57,828+238.7% | $117,039+67.3% | $70,126+179.3% |
| Participation rate | 90.9% | 67.1%+23.8pp | 77.2%+13.7pp | 69.5%+21.4pp |
| Annual return | 5.39% | 17.55%-12.2pp | 18.95%-13.6pp | 73.15%-67.8pp |
| Employer contribution / active EE | $5,551 | $1,816+205.7% | $3,785+46.7% | $2,343+137.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,463 | $3,548+364.0% | $5,974+175.6% | $4,645+254.4% |