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 | $149,081 | $102,245+45.8% | $89,340+66.9% | $137,256+8.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 3.07% | 21.89%-18.8pp | 20.57%-17.5pp | 220.34%-217.3pp |
| Employer contribution / active EE | $6,070 | $2,529+140.0% | $2,231+172.0% | $4,156+46.1% |
| Participant deferral / active EE | $9,689 | $4,436+118.4% | $3,823+153.5% | $6,407+51.2% |
| Admin fee / account holder | $106,467 | $8,085+1216.8% | $6,704+1488.2% | $12,270+767.7% |