Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $228,929 | $106,267+115.4% | $96,520+137.2% | $139,456+64.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.81% | 38.45%-29.6pp | 35.72%-26.9pp | 373.45%-364.6pp |
| Employer contribution / active EE | $21,912 | $4,105+433.8% | $3,739+486.1% | $4,753+361.1% |
| Participant deferral / active EE | $13,667 | $5,454+150.6% | $4,879+180.1% | $6,711+103.6% |
| Admin fee / account holder | $2,439 | $7,882-69.1% | $6,733-63.8% | $11,407-78.6% |