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 | $194,524 | $99,994+94.5% | $146,647+32.6% | $85,851+126.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.34% | 18.93%-9.6pp | 22.75%-13.4pp | 318.63%-309.3pp |
| Employer contribution / active EE | $4,623 | $2,559+80.7% | $4,137+11.8% | $2,565+80.2% |
| Participant deferral / active EE | $4,807 | $4,006+20.0% | $5,506-12.7% | $3,952+21.6% |
| Admin fee / account holder | $584 | $7,703-92.4% | $10,281-94.3% | $6,261-90.7% |