Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $197,482 | $110,379+78.9% | $102,412+92.8% | $145,884+35.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -1.06% | 24.84%-25.9pp | 24.94%-26.0pp | 551.85%-552.9pp |
| Employer contribution / active EE | $15,038 | $4,216+256.7% | $3,870+288.6% | $4,662+222.6% |
| Participant deferral / active EE | $15,038 | $5,622+167.5% | $5,060+197.2% | $6,690+124.8% |
| Admin fee / account holder | $1,789 | $9,745-81.6% | $8,388-78.7% | $13,392-86.6% |