Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $158,597 | $88,137+79.9% | $164,975-3.9% | $74,429+113.1% |
| Participation rate | 98.1% | 73.1%+25.0pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 4.18% | 17.13%-12.9pp | 70.12%-65.9pp | 1368.38%-1364.2pp |
| Employer contribution / active EE | $9,907 | $2,597+281.4% | $4,343+128.1% | $2,625+277.4% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3,117 | $2,231+39.7% | $12,688-75.4% | $1,944+60.3% |