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 | $156,747 | $65,367+139.8% | $92,915+68.7% | $72,976+114.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 9.51% | 42.11%-32.6pp | 109.45%-99.9pp | 81.02%-71.5pp |
| Employer contribution / active EE | $17,600 | $2,594+578.5% | $3,653+381.7% | $2,440+621.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,312 | $4,251+48.5% | $5,796+8.9% | $5,124+23.2% |