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 | $196,862 | $55,713+253.4% | $75,901+159.4% | $72,975+169.8% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.3%+18.2pp | 69.5%+18.0pp |
| Annual return | 10.59% | 27.60%-17.0pp | 30.76%-20.2pp | 81.01%-70.4pp |
| Employer contribution / active EE | $7,377 | $1,687+337.3% | $2,501+195.0% | $2,440+202.3% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,557 | $3,980+190.3% | $5,420+113.2% | $5,124+125.5% |