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 | $223,532 | $81,947+172.8% | $105,387+112.1% | $72,976+206.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.43% | 42.90%-40.5pp | 26.82%-24.4pp | 81.02%-78.6pp |
| Employer contribution / active EE | $7,773 | $3,468+124.1% | $4,213+84.5% | $2,440+218.6% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,793 | $6,258-7.4% | $6,559-11.7% | $5,124+13.0% |