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 | $181,640 | $91,198+99.2% | $178,503+1.8% | $79,856+127.5% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 3.67% | 24.20%-20.5pp | 151.12%-147.4pp | 31.71%-28.0pp |
| Employer contribution / active EE | $2,306 | $3,257-29.2% | $5,011-54.0% | $2,471-6.7% |
| Participant deferral / active EE | $4,865 | $3,237+50.3% | $5,202-6.5% | $3,741+30.0% |
| Admin fee / account holder | $17,218 | $6,748+155.1% | $13,987+23.1% | $5,306+224.5% |