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 | $158,051 | $89,370+76.8% | $141,197+11.9% | $72,976+116.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.71% | 111.88%-111.2pp | 71.41%-70.7pp | 81.02%-80.3pp |
| Employer contribution / active EE | $10,152 | $3,115+225.9% | $4,736+114.3% | $2,440+316.0% |
| Participant deferral / active EE | $8,025 | $5,419+48.1% | $6,710+19.6% | $3,608+122.4% |
| Admin fee / account holder | $2,150 | $5,957-63.9% | $10,265-79.1% | $5,124-58.0% |