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 | $143,902 | $45,050+219.4% | $63,018+128.3% | $70,126+105.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.18% | 18.76%-7.6pp | 87.62%-76.4pp | 73.15%-62.0pp |
| Employer contribution / active EE | $2,196 | $2,052+7.0% | $2,761-20.5% | $2,343-6.3% |
| Participant deferral / active EE | $4,780 | $2,466+93.9% | $3,330+43.6% | $3,332+43.5% |
| Admin fee / account holder | $19,212 | $2,834+577.9% | $3,601+433.6% | $4,645+313.6% |