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 | $166,166 | $81,276+104.4% | $155,574+6.8% | $80,925+105.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 8.26% | 33.36%-25.1pp | 64.87%-56.6pp | 35.65%-27.4pp |
| Employer contribution / active EE | $3,815 | $3,103+22.9% | $4,676-18.4% | $2,756+38.4% |
| Participant deferral / active EE | $2,330 | $3,453-32.5% | $5,629-58.6% | $4,299-45.8% |
| Admin fee / account holder | $1,783 | $7,993-77.7% | $15,914-88.8% | $6,940-74.3% |