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 | $130,492 | $68,073+91.7% | $76,080+71.5% | $85,851+52.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.4%+20.6pp | 69.3%+30.7pp |
| Annual return | 11.30% | 19.42%-8.1pp | 42.50%-31.2pp | 318.63%-307.3pp |
| Employer contribution / active EE | $7,591 | $3,209+136.5% | $3,962+91.6% | $2,565+195.9% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $4,905-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,521 | $3,422+324.4% | $4,883+197.4% | $6,261+131.9% |