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 | $235,067 | $89,370+163.0% | $141,197+66.5% | $72,976+222.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.35% | 111.88%-93.5pp | 71.41%-53.1pp | 81.02%-62.7pp |
| Employer contribution / active EE | $21,879 | $3,115+602.4% | $4,736+362.0% | $2,440+796.7% |
| Participant deferral / active EE | $9,618 | $5,419+77.5% | $6,710+43.3% | $3,608+166.6% |
| Admin fee / account holder | $1,974 | $5,957-66.9% | $10,265-80.8% | $5,124-61.5% |