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 | $147,020 | $57,073+157.6% | $85,126+72.7% | $80,925+81.7% |
| Participation rate | 93.5% | 56.4%+37.1pp | 67.5%+26.0pp | 67.7%+25.8pp |
| Annual return | 8.62% | 21.69%-13.1pp | 66.63%-58.0pp | 35.65%-27.0pp |
| Employer contribution / active EE | $9,747 | $1,801+441.3% | $2,731+256.9% | $2,756+253.6% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,908 | $4,988+18.5% | $6,160-4.1% | $6,940-14.9% |