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 | $151,450 | $63,346+139.1% | $92,240+64.2% | $70,126+116.0% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 5.15% | 530.19%-525.0pp | 176.29%-171.1pp | 73.15%-68.0pp |
| Employer contribution / active EE | $3,674 | $2,471+48.7% | $3,680-0.2% | $2,343+56.8% |
| Participant deferral / active EE | $6,376 | $2,854+123.4% | $3,897+63.6% | $3,332+91.4% |
| Admin fee / account holder | $1,580 | $3,841-58.9% | $5,194-69.6% | $4,645-66.0% |