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 | $146,520 | $90,486+61.9% | $78,676+86.2% | $273,972-46.5% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | 1.96% | 75.62%-73.7pp | 62.19%-60.2pp | 41.46%-39.5pp |
| Employer contribution / active EE | $10,160 | $3,175+220.0% | $2,850+256.5% | $4,869+108.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $31,636 | $5,263+501.1% | $4,510+601.5% | $10,133+212.2% |