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 | $162,841 | $89,367+82.2% | $141,191+15.3% | $72,975+123.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 6.14% | 111.87%-105.7pp | 71.41%-65.3pp | 81.01%-74.9pp |
| Employer contribution / active EE | $3,181 | $3,115+2.1% | $4,736-32.8% | $2,440+30.4% |
| Participant deferral / active EE | $6,101 | $5,419+12.6% | $6,710-9.1% | $3,608+69.1% |
| Admin fee / account holder | $13,671 | $5,957+129.5% | $10,264+33.2% | $5,124+166.8% |