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 | $73,787+89.8% | $98,716+41.9% | $82,448+69.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 11.14% | 18.57%-7.4pp | 31.81%-20.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $19,355 | $1,511+1180.7% | $2,279+749.4% | $2,551+658.7% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,880 | $6,500+21.2% | $8,703-9.5% | $7,234+8.9% |