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 | $177,703 | $110,379+61.0% | $102,412+73.5% | $145,884+21.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.97% | 24.84%-16.9pp | 24.94%-17.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $5,653 | $4,216+34.1% | $3,870+46.1% | $4,662+21.2% |
| Participant deferral / active EE | $5,215 | $5,622-7.2% | $5,060+3.1% | $6,690-22.0% |
| Admin fee / account holder | $51,801 | $9,745+431.6% | $8,388+517.6% | $13,392+286.8% |