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 | $163,586 | $73,107+123.8% | $114,563+42.8% | $87,485+87.0% |
| Participation rate | 82.9% | 65.8%+17.1pp | 72.9%+10.0pp | 68.9%+13.9pp |
| Annual return | 4.15% | 19.47%-15.3pp | 241.09%-236.9pp | 26.06%-21.9pp |
| Employer contribution / active EE | $5,544 | $1,881+194.7% | $2,592+113.9% | $2,596+113.5% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,695 | $5,770+68.0% | $7,623+27.2% | $7,775+24.7% |