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 | $165,050 | $86,949+89.8% | $102,460+61.1% | $80,959+103.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -2.04% | 18.89%-20.9pp | 29.47%-31.5pp | 35.67%-37.7pp |
| Employer contribution / active EE | $10,864 | $2,370+358.4% | $3,025+259.1% | $2,757+294.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,891 | $8,048+35.3% | $9,460+15.1% | $6,925+57.3% |