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 | $217,611 | $135,956+60.1% | $123,894+75.6% | $273,972-20.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.67% | 56.63%-54.0pp | 47.52%-44.8pp | 41.46%-38.8pp |
| Employer contribution / active EE | $15,673 | $5,170+203.2% | $4,617+239.5% | $4,869+221.9% |
| Participant deferral / active EE | $13,364 | $6,343+110.7% | $5,984+123.3% | $5,287+152.8% |
| Admin fee / account holder | $2,305 | $9,817-76.5% | $8,357-72.4% | $10,133-77.3% |