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 | $116,617 | $45,050+158.9% | $63,018+85.1% | $70,126+66.3% |
| Participation rate | 85.7% | 69.5%+16.2pp | 74.8%+10.9pp | 69.5%+16.2pp |
| Annual return | 11.16% | 18.76%-7.6pp | 87.62%-76.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,559 | $2,466+206.6% | $3,330+127.0% | $3,332+126.9% |
| Admin fee / account holder | $3,452 | $2,834+21.8% | $3,601-4.1% | $4,645-25.7% |