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 | $184,131 | $165,361+11.4% | $149,715+23.0% | $158,950+15.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.61% | 348.24%-342.6pp | 276.66%-271.1pp | 302.91%-297.3pp |
| Employer contribution / active EE | $1,197 | $5,103-76.6% | $4,645-74.2% | $4,762-74.9% |
| Participant deferral / active EE | $5,237 | $7,182-27.1% | $6,842-23.5% | $5,983-12.5% |
| Admin fee / account holder | $4,019 | $10,808-62.8% | $9,310-56.8% | $11,248-64.3% |