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 | $186,718 | $209,336-10.8% | $197,124-5.3% | $137,256+36.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.64% | 48.09%-36.4pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $8,975 | $6,591+36.2% | $6,227+44.1% | $4,156+116.0% |
| Participant deferral / active EE | $13,893 | $9,614+44.5% | $9,135+52.1% | $6,407+116.8% |
| Admin fee / account holder | $137,667 | $17,308+695.4% | $16,298+744.7% | $12,270+1022.0% |