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 | $144,909 | $71,197+103.5% | $93,669+54.7% | $80,925+79.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 8.50% | 11.27%-2.8pp | 133.59%-125.1pp | 35.65%-27.2pp |
| Employer contribution / active EE | $4,008 | $1,565+156.2% | $2,424+65.4% | $2,756+45.4% |
| Participant deferral / active EE | $4,138 | $4,036+2.5% | $4,416-6.3% | $4,299-3.7% |
| Admin fee / account holder | $3,692 | $6,959-47.0% | $8,291-55.5% | $6,940-46.8% |