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 | $227,856 | $86,050+164.8% | $189,758+20.1% | $94,015+142.4% |
| Participation rate | 98.1% | 68.9%+29.2pp | 79.8%+18.3pp | 70.8%+27.3pp |
| Annual return | 8.62% | 17.77%-9.2pp | 52.62%-44.0pp | 17.84%-9.2pp |
| Employer contribution / active EE | $11,538 | $2,819+309.3% | $4,767+142.1% | $2,790+313.6% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $25,396 | $6,627+283.2% | $20,388+24.6% | $8,951+183.7% |