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 | $163,138 | $210,991-22.7% | $153,741+6.1% | $145,897+11.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.82% | 13.46%-5.6pp | 15.71%-7.9pp | 552.29%-544.5pp |
| Employer contribution / active EE | $6,559 | $6,057+8.3% | $5,042+30.1% | $4,663+40.7% |
| Participant deferral / active EE | $12,019 | $7,979+50.6% | $6,757+77.9% | $6,689+79.7% |
| Admin fee / account holder | $51,101 | $19,490+162.2% | $12,749+300.8% | $13,390+281.6% |