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 | $143,547 | $81,403+76.3% | $147,027-2.4% | $87,485+64.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 6.05% | 16.51%-10.5pp | 20.23%-14.2pp | 26.06%-20.0pp |
| Employer contribution / active EE | $20,000 | $2,205+806.9% | $3,626+451.6% | $2,596+670.4% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,253 | $6,755-66.7% | $12,223-81.6% | $7,775-71.0% |