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 | $140,477 | $91,019+54.3% | $392,568-64.2% | $72,976+92.5% |
| Participation rate | 96.0% | 74.4%+21.6pp | 78.1%+17.9pp | 69.5%+26.5pp |
| Annual return | 12.77% | 20.00%-7.2pp | 24.42%-11.6pp | 81.02%-68.2pp |
| Employer contribution / active EE | $5,026 | $2,751+82.7% | $3,783+32.9% | $2,440+106.0% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $21,863 | $4,895+346.7% | $6,260+249.3% | $5,124+326.7% |