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 | $200,547 | $70,428+184.8% | $96,565+107.7% | $85,854+133.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 5.93% | 18.59%-12.7pp | 37.78%-31.9pp | 318.56%-312.6pp |
| Employer contribution / active EE | $10,294 | $1,413+628.6% | $2,356+336.9% | $2,565+301.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,848-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,988 | $4,997+79.9% | $6,181+45.4% | $6,260+43.6% |