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 | $138,453 | $54,763+152.8% | $90,324+53.3% | $72,976+89.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 0.18% | 30.63%-30.5pp | 78.15%-78.0pp | 81.02%-80.8pp |
| Employer contribution / active EE | $4,742 | $2,093+126.5% | $2,856+66.0% | $2,440+94.3% |
| Participant deferral / active EE | $4,788 | $2,887+65.8% | $3,885+23.2% | $3,608+32.7% |
| Admin fee / account holder | $6,455 | $3,973+62.5% | $5,356+20.5% | $5,124+26.0% |