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 | $202,960 | $76,551+165.1% | $123,894+63.8% | $62,881+222.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 2.60% | 18.68%-16.1pp | 47.52%-44.9pp | 20.14%-17.5pp |
| Employer contribution / active EE | $22,822 | $2,882+691.8% | $4,617+394.3% | $2,281+900.6% |
| Participant deferral / active EE | $10,570 | $4,840+118.4% | $5,984+76.6% | $3,203+230.0% |
| Admin fee / account holder | $31,383 | $4,826+550.3% | $8,357+275.5% | $4,296+630.6% |