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 | $122,479 | $115,814+5.8% | $101,275+20.9% | $158,982-23.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.11% | 56.16%-53.0pp | 46.48%-43.4pp | 302.99%-299.9pp |
| Employer contribution / active EE | $16,667 | $4,176+299.1% | $3,660+355.4% | $4,763+249.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,538 | $7,249-78.8% | $5,948-74.1% | $11,252-86.3% |