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 | $176,813 | $86,298+104.9% | $111,308+58.8% | $85,847+106.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 6.63% | 19.99%-13.4pp | 54.67%-48.0pp | 318.61%-312.0pp |
| Employer contribution / active EE | $6,337 | $2,044+210.1% | $2,732+132.0% | $2,565+147.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,266 | $8,189+25.4% | $7,965+28.9% | $6,261+64.0% |