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 | $145,658 | $83,485+74.5% | $125,195+16.3% | $72,976+99.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 1.22% | 25.77%-24.5pp | 43.79%-42.6pp | 81.02%-79.8pp |
| Employer contribution / active EE | $15,625 | $2,346+566.1% | $3,866+304.2% | $2,440+540.4% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,816 | $5,518+23.5% | $9,704-29.8% | $5,124+33.0% |