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 | $157,789 | $211,288-25.3% | $178,540-11.6% | $145,884+8.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.73% | 30.27%-25.5pp | 27.15%-22.4pp | 551.85%-547.1pp |
| Employer contribution / active EE | $7,958 | $4,574+74.0% | $3,953+101.3% | $4,662+70.7% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,702 | $12,105-69.4% | $10,424-64.5% | $13,392-72.4% |