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 | $180,705 | $115,931+55.9% | $185,441-2.6% | $86,983+107.7% |
| Participation rate | 91.4% | 73.6%+17.8pp | 80.3%+11.2pp | 69.5%+21.9pp |
| Annual return | 10.15% | 21.47%-11.3pp | 20.16%-10.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $7,143 | $2,937+143.2% | $4,672+52.9% | $2,584+176.4% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,611 | $10,687-66.2% | $17,890-79.8% | $7,856-54.0% |