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 | $140,040 | $76,834+82.3% | $108,359+29.2% | $87,485+60.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 11.14% | 19.09%-7.9pp | 36.89%-25.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $19,355 | $1,556+1143.6% | $2,399+706.6% | $2,596+645.5% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,880 | $6,537+20.5% | $9,741-19.1% | $7,775+1.4% |