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 | $171,938 | $136,860+25.6% | $120,344+42.9% | $154,746+11.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 2.06% | 21.38%-19.3pp | 20.30%-18.2pp | 172.34%-170.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,499 | $5,793-39.6% | $5,135-31.9% | $6,730-48.0% |
| Admin fee / account holder | $12,303 | $15,393-20.1% | $12,742-3.4% | $14,365-14.4% |