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 | $145,782 | $71,197+104.8% | $93,669+55.6% | $80,925+80.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 9.41% | 11.27%-1.9pp | 133.59%-124.2pp | 35.65%-26.2pp |
| Employer contribution / active EE | $4,695 | $1,565+200.0% | $2,424+93.7% | $2,756+70.3% |
| Participant deferral / active EE | $5,148 | $4,036+27.6% | $4,416+16.6% | $4,299+19.8% |
| Admin fee / account holder | $34,444 | $6,959+395.0% | $8,291+315.4% | $6,940+396.3% |