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 | $197,797 | $142,972+38.3% | $214,702-7.9% | $86,983+127.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 10.68% | 18.49%-7.8pp | 54.55%-43.9pp | 25.83%-15.2pp |
| Employer contribution / active EE | $2,636 | $4,635-43.1% | $6,461-59.2% | $2,584+2.0% |
| Participant deferral / active EE | $7,511 | $6,568+14.4% | $9,147-17.9% | $4,194+79.1% |
| Admin fee / account holder | $1,502 | $17,617-91.5% | $19,830-92.4% | $7,856-80.9% |