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 | $170,956 | $89,259+91.5% | $107,187+59.5% | $82,637+106.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.41% | 21.02%-9.6pp | 204.55%-193.1pp | 53.51%-42.1pp |
| Employer contribution / active EE | $8,724 | $3,080+183.3% | $3,782+130.7% | $2,552+241.8% |
| Participant deferral / active EE | $6,547 | $4,037+62.2% | $5,096+28.5% | $4,126+58.7% |
| Admin fee / account holder | $10,950 | $7,381+48.3% | $9,162+19.5% | $7,339+49.2% |