Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $147,548 | $85,024+73.5% | $70,544+109.2% | $139,466+5.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 7.48% | 30.39%-22.9pp | 32.79%-25.3pp | 373.66%-366.2pp |
| Employer contribution / active EE | $2,992 | $3,912-23.5% | $2,976+0.6% | $4,754-37.1% |
| Participant deferral / active EE | $14,398 | $5,891+144.4% | $4,568+215.2% | $6,712+114.5% |
| Admin fee / account holder | $1,523 | $8,928-82.9% | $6,427-76.3% | $11,409-86.7% |