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 | $196,048 | $47,479+312.9% | $62,929+211.5% | $82,448+137.8% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 10.01% | 20.34%-10.3pp | 1063.93%-1053.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $3,304 | $1,885+75.2% | $2,505+31.9% | $2,551+29.5% |
| Participant deferral / active EE | $7,343 | $2,870+155.8% | $3,888+88.8% | $4,139+77.4% |
| Admin fee / account holder | $26,301 | $3,804+591.4% | $5,065+419.3% | $7,234+263.6% |