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 | $164,375 | $102,422+60.5% | $147,117+11.7% | $80,959+103.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.79% | 135.16%-124.4pp | 420.54%-409.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $3,528 | $3,717-5.1% | $4,932-28.5% | $2,757+28.0% |
| Participant deferral / active EE | $8,379 | $6,652+26.0% | $8,065+3.9% | $4,300+94.8% |
| Admin fee / account holder | $10,510 | $7,953+32.1% | $12,993-19.1% | $6,925+51.8% |