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 | $141,229 | $84,953+66.2% | $163,379-13.6% | $82,637+70.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 6.34% | 23.07%-16.7pp | 63.41%-57.1pp | 53.51%-47.2pp |
| Employer contribution / active EE | $1,845 | $2,183-15.5% | $3,752-50.8% | $2,552-27.7% |
| Participant deferral / active EE | $3,028 | $4,326-30.0% | $6,282-51.8% | $4,126-26.6% |
| Admin fee / account holder | $22,885 | $7,921+188.9% | $9,818+133.1% | $7,339+211.8% |