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 | $151,734 | $73,787+105.6% | $98,716+53.7% | $82,448+84.0% |
| Participation rate | 96.7% | 61.4%+35.3pp | 69.3%+27.4pp | 68.1%+28.6pp |
| Annual return | 4.71% | 18.57%-13.9pp | 31.81%-27.1pp | 41.64%-36.9pp |
| Employer contribution / active EE | $7,971 | $1,511+427.5% | $2,279+249.8% | $2,551+212.5% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,584 | $6,500-14.1% | $8,703-35.8% | $7,234-22.8% |