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 | $110,387 | $71,353+54.7% | $92,805+18.9% | $86,983+26.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 8.79% | 44.68%-35.9pp | 31.59%-22.8pp | 25.83%-17.0pp |
| Employer contribution / active EE | $11,190 | $2,468+353.4% | $3,424+226.8% | $2,584+333.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $8,448-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,992 | $6,099-50.9% | $10,911-72.6% | $7,856-61.9% |