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 | $158,841 | $152,460+4.2% | $118,746+33.8% | $147,585+7.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 5.56% | 17.41%-11.8pp | 24.54%-19.0pp | 578.58%-573.0pp |
| Employer contribution / active EE | $13,545 | $5,046+168.4% | $4,193+223.1% | $4,876+177.8% |
| Participant deferral / active EE | $4,858 | $6,212-21.8% | $5,332-8.9% | $5,439-10.7% |
| Admin fee / account holder | $24,117 | $16,953+42.3% | $10,720+125.0% | $10,886+121.6% |