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 | $146,459 | $106,923+37.0% | $84,023+74.3% | $152,909-4.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 2.70% | 105.02%-102.3pp | 71.32%-68.6pp | 345.46%-342.8pp |
| Employer contribution / active EE | $3,588 | $2,735+31.2% | $1,984+80.8% | $4,764-24.7% |
| Participant deferral / active EE | $2,033 | $4,013-49.3% | $3,239-37.2% | $5,851-65.3% |
| Admin fee / account holder | $20,141 | $8,289+143.0% | $6,102+230.1% | $11,601+73.6% |