Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,823 | $45,050+128.2% | $63,018+63.2% | $70,126+46.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.54% | 18.76%-8.2pp | 87.62%-77.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $6,526 | $2,052+218.1% | $2,761+136.4% | $2,343+178.6% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,069 | $2,834-27.0% | $3,601-42.5% | $4,645-55.5% |