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 | $200,767 | $77,908+157.7% | $149,696+34.1% | $75,173+167.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.58% | 31.73%-22.1pp | 134.46%-124.9pp | 160.72%-151.1pp |
| Employer contribution / active EE | $10,717 | $3,138+241.6% | $4,821+122.3% | $2,671+301.2% |
| Participant deferral / active EE | $7,444 | $3,411+118.2% | $5,682+31.0% | $4,126+80.4% |
| Admin fee / account holder | $167,649 | $5,950+2717.8% | $13,212+1168.9% | $5,651+2866.9% |