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 | $191,297 | $110,137+73.7% | $161,149+18.7% | $82,637+131.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 10.04% | 20.69%-10.6pp | 21.16%-11.1pp | 53.51%-43.5pp |
| Employer contribution / active EE | $5,690 | $2,856+99.2% | $4,360+30.5% | $2,552+122.9% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $49,906 | $9,467+427.2% | $15,194+228.4% | $7,339+580.0% |