Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $143,533 | $91,559+56.8% | $133,978+7.1% | $79,856+79.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.23% | 61.85%-55.6pp | 45.10%-38.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $16,092 | $2,384+575.1% | $3,919+310.6% | $2,471+551.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $13,942 | $6,321+120.6% | $8,930+56.1% | $5,306+162.7% |