Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $232,134 | $80,992+186.6% | $96,534+140.5% | $75,173+208.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.97% | 27.05%-15.1pp | 25.88%-13.9pp | 160.72%-148.7pp |
| Employer contribution / active EE | $9,823 | $2,283+330.3% | $2,965+231.2% | $2,671+267.8% |
| Participant deferral / active EE | $2,633 | $3,929-33.0% | $4,851-45.7% | $4,126-36.2% |
| Admin fee / account holder | $39,016 | $6,717+480.8% | $8,253+372.7% | $5,651+590.5% |