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 | $215,806 | $86,949+148.2% | $102,460+110.6% | $80,959+166.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 6.93% | 18.89%-12.0pp | 29.47%-22.5pp | 35.67%-28.7pp |
| Employer contribution / active EE | $14,393 | $2,370+507.4% | $3,025+375.8% | $2,757+422.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $120,286 | $8,048+1394.7% | $9,460+1171.5% | $6,925+1636.9% |