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 | $143,041 | $211,224-32.3% | $178,505-19.9% | $145,897-2.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.34% | 30.28%-25.9pp | 27.16%-22.8pp | 552.29%-548.0pp |
| Employer contribution / active EE | $20,264 | $4,577+342.8% | $3,955+412.4% | $4,663+334.6% |
| Participant deferral / active EE | $4,488 | $6,966-35.6% | $6,280-28.5% | $6,689-32.9% |
| Admin fee / account holder | $6,584 | $12,109-45.6% | $10,428-36.9% | $13,390-50.8% |