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 | $211,316 | $201,372+4.9% | $184,260+14.7% | $145,884+44.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.41% | 29.04%-22.6pp | 28.84%-22.4pp | 551.85%-545.4pp |
| Employer contribution / active EE | $5,833 | $7,024-16.9% | $6,427-9.2% | $4,662+25.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,589 | $16,362-35.3% | $13,898-23.8% | $13,392-20.9% |