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 | $163,324 | $89,370+82.7% | $141,197+15.7% | $72,976+123.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 2.73% | 111.88%-109.1pp | 71.41%-68.7pp | 81.02%-78.3pp |
| Employer contribution / active EE | $4,808 | $3,115+54.3% | $4,736+1.5% | $2,440+97.0% |
| Participant deferral / active EE | $7,827 | $5,419+44.4% | $6,710+16.6% | $3,608+117.0% |
| Admin fee / account holder | $11,587 | $5,957+94.5% | $10,265+12.9% | $5,124+126.1% |