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 | $144,073 | $184,014-21.7% | $161,149-10.6% | $138,895+3.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 8.38% | 21.52%-13.1pp | 21.16%-12.8pp | 145.39%-137.0pp |
| Employer contribution / active EE | $1,500 | $5,055-70.3% | $4,360-65.6% | $4,194-64.2% |
| Participant deferral / active EE | $6,000 | $6,909-13.2% | $6,153-2.5% | $6,396-6.2% |
| Admin fee / account holder | $66,311 | $18,027+267.8% | $15,194+336.4% | $12,562+427.9% |