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 | $143,039 | $51,202+179.4% | $70,548+102.8% | $75,181+90.3% |
| Participation rate | 85.7% | 61.0%+24.8pp | 68.3%+17.4pp | 67.2%+18.5pp |
| Annual return | 5.54% | 30.05%-24.5pp | 32.78%-27.2pp | 160.69%-155.1pp |
| Employer contribution / active EE | $7,060 | $1,827+286.5% | $2,975+137.3% | $2,671+164.4% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $27,105 | $4,094+562.1% | $6,424+322.0% | $5,650+379.7% |