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 | $137,786 | $80,992+70.1% | $96,534+42.7% | $75,173+83.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.36% | 27.05%-14.7pp | 25.88%-13.5pp | 160.72%-148.4pp |
| Employer contribution / active EE | $3,572 | $2,283+56.5% | $2,965+20.5% | $2,671+33.8% |
| Participant deferral / active EE | $10,797 | $3,929+174.8% | $4,851+122.6% | $4,126+161.7% |
| Admin fee / account holder | $48,652 | $6,717+624.3% | $8,253+489.5% | $5,651+761.0% |