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 | $194,636 | $65,961+195.1% | $180,320+7.9% | $94,015+107.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 10.53% | 14.27%-3.7pp | 778.54%-768.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $8,002 | $1,737+360.5% | $4,108+94.8% | $2,790+186.8% |
| Participant deferral / active EE | $7,072 | $3,003+135.5% | $4,304+64.3% | $4,249+66.4% |
| Admin fee / account holder | $1,185 | $4,901-75.8% | $10,000-88.1% | $8,951-86.8% |