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 | $179,404 | $201,372-10.9% | $184,260-2.6% | $145,884+23.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.43% | 29.04%-21.6pp | 28.84%-21.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $12,687 | $7,024+80.6% | $6,427+97.4% | $4,662+172.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,166 | $16,362-80.7% | $13,898-77.2% | $13,392-76.4% |