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 | $207,729 | $183,539+13.2% | $155,556+33.5% | $145,897+42.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.96% | 61.31%-53.3pp | 64.84%-56.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,346 | $5,315-55.9% | $4,675-49.8% | $4,663-49.7% |
| Participant deferral / active EE | $9,892 | $6,467+53.0% | $5,631+75.7% | $6,689+47.9% |
| Admin fee / account holder | $1,423 | $19,275-92.6% | $15,885-91.0% | $13,390-89.4% |