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 | $143,651 | $106,864+34.4% | $147,318-2.5% | $82,637+73.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.44% | 27.49%-15.0pp | 70.43%-58.0pp | 53.51%-41.1pp |
| Employer contribution / active EE | $5,482 | $3,417+60.4% | $4,593+19.4% | $2,552+114.8% |
| Participant deferral / active EE | $3,369 | $6,496-48.1% | $7,906-57.4% | $4,126-18.3% |
| Admin fee / account holder | $41,695 | $8,415+395.5% | $13,708+204.2% | $7,339+468.1% |