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 | $140,429 | $88,707+58.3% | $74,184+89.3% | $273,972-48.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.57% | 11.94%-13.5pp | 17.74%-19.3pp | 41.46%-43.0pp |
| Employer contribution / active EE | $31,250 | $3,159+889.1% | $2,370+1218.5% | $4,869+541.9% |
| Participant deferral / active EE | $21,000 | $4,212+398.6% | $3,550+491.6% | $5,287+297.2% |
| Admin fee / account holder | $5,642 | $8,717-35.3% | $5,586+1.0% | $10,133-44.3% |