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 | $124,140 | $86,940+42.8% | $102,434+21.2% | $80,935+53.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 7.34% | 18.89%-11.6pp | 29.46%-22.1pp | 35.66%-28.3pp |
| Employer contribution / active EE | $4,800 | $2,370+102.6% | $3,023+58.8% | $2,757+74.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $21,866 | $8,047+171.7% | $9,462+131.1% | $6,924+215.8% |