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 | $154,056 | $99,875+54.2% | $146,866+4.9% | $86,983+77.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 4.90% | 28.10%-23.2pp | 102.85%-98.0pp | 25.83%-20.9pp |
| Employer contribution / active EE | $6,068 | $3,224+88.2% | $4,425+37.1% | $2,584+134.8% |
| Participant deferral / active EE | $6,716 | $6,322+6.2% | $7,759-13.4% | $4,194+60.1% |
| Admin fee / account holder | $3,130 | $7,838-60.1% | $13,620-77.0% | $7,856-60.2% |