Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $143,551 | $123,478+16.3% | $216,567-33.7% | $94,015+52.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 4.03% | 23.61%-19.6pp | 12.94%-8.9pp | 17.84%-13.8pp |
| Employer contribution / active EE | $3,943 | $3,136+25.7% | $5,216-24.4% | $2,790+41.3% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $18,949 | $12,753+48.6% | $21,981-13.8% | $8,951+111.7% |