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 | $153,924 | $87,834+75.2% | $133,975+14.9% | $62,881+144.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.46% | 12.05%-7.6pp | 29.29%-24.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $5,058 | $3,482+45.3% | $5,211-2.9% | $2,281+121.8% |
| Participant deferral / active EE | $5,593 | $4,812+16.2% | $6,282-11.0% | $3,203+74.6% |
| Admin fee / account holder | $18,842 | $5,372+250.7% | $9,324+102.1% | $4,296+338.6% |