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 | $216,599 | $83,485+159.4% | $125,195+73.0% | $72,976+196.8% |
| Participation rate | 95.9% | 73.3%+22.6pp | 79.8%+16.1pp | 69.5%+26.4pp |
| Annual return | 1.91% | 25.77%-23.9pp | 43.79%-41.9pp | 81.02%-79.1pp |
| Employer contribution / active EE | $24,736 | $2,346+954.5% | $3,866+539.8% | $2,440+913.8% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $16,679 | $5,518+202.3% | $9,704+71.9% | $5,124+225.5% |