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 | $142,971 | $52,279+173.5% | $89,414+59.9% | $79,852+79.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 1.06% | 22.16%-21.1pp | 245.50%-244.4pp | 31.72%-30.7pp |
| Employer contribution / active EE | $3,788 | $1,572+141.0% | $2,586+46.5% | $2,471+53.3% |
| Participant deferral / active EE | $4,394 | $2,740+60.3% | $3,890+13.0% | $3,740+17.5% |
| Admin fee / account holder | $4,520 | $3,356+34.7% | $4,883-7.4% | $5,306-14.8% |