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 | $208,853 | $117,904+77.1% | $102,457+103.8% | $145,978+43.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.33% | 31.80%-24.5pp | 29.41%-22.1pp | 550.52%-543.2pp |
| Employer contribution / active EE | $3,565 | $3,613-1.3% | $3,022+18.0% | $4,662-23.5% |
| Participant deferral / active EE | $12,068 | $5,733+110.5% | $5,054+138.8% | $6,690+80.4% |
| Admin fee / account holder | $70,832 | $13,329+431.4% | $9,451+649.4% | $13,400+428.6% |