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 | $102,347 | $53,128+92.6% | $86,582+18.2% | $70,126+45.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.73% | 27.66%-15.9pp | 965.08%-953.4pp | 73.15%-61.4pp |
| Employer contribution / active EE | $8,000 | $2,068+286.8% | $2,839+181.7% | $2,343+241.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,197 | $3,584-10.8% | $4,904-34.8% | $4,645-31.2% |