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 | $226,001 | $87,225+159.1% | $158,226+42.8% | $94,015+140.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 74.8%+25.2pp | 70.8%+29.2pp |
| Annual return | 9.94% | 16.34%-6.4pp | 501.41%-491.5pp | 17.84%-7.9pp |
| Employer contribution / active EE | $13,325 | $2,217+501.1% | $2,986+346.3% | $2,790+377.6% |
| Participant deferral / active EE | $5,658 | $3,405+66.2% | $4,317+31.1% | $4,249+33.1% |
| Admin fee / account holder | $34,482 | $7,888+337.1% | $10,217+237.5% | $8,951+285.2% |