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 | $143,217 | $53,128+169.6% | $86,582+65.4% | $70,126+104.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.79% | 27.66%-15.9pp | 965.08%-953.3pp | 73.15%-61.4pp |
| Employer contribution / active EE | $11,942 | $2,068+477.5% | $2,839+320.6% | $2,343+409.8% |
| Participant deferral / active EE | $5,971 | $2,695+121.6% | $3,609+65.5% | $3,332+79.2% |
| Admin fee / account holder | $3,394 | $3,584-5.3% | $4,904-30.8% | $4,645-26.9% |