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 | $205,021 | $77,638+164.1% | $156,551+31.0% | $62,881+226.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.52% | 50.33%-47.8pp | 32.23%-29.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $6,483 | $3,444+88.2% | $5,501+17.8% | $2,281+184.2% |
| Participant deferral / active EE | $4,443 | $3,046+45.9% | $4,871-8.8% | $3,203+38.7% |
| Admin fee / account holder | $18,251 | $5,561+228.2% | $13,028+40.1% | $4,296+324.9% |