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 | $221,443 | $79,955+177.0% | $98,461+124.9% | $75,173+194.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 10.59% | 19.75%-9.2pp | 21.17%-10.6pp | 160.72%-150.1pp |
| Employer contribution / active EE | $9,597 | $2,264+323.9% | $3,049+214.8% | $2,671+259.3% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,611 | $6,841-3.4% | $8,961-26.2% | $5,651+17.0% |