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 | $177,887 | $118,496+50.1% | $98,461+80.7% | $139,466+27.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 6.05% | 18.96%-12.9pp | 21.17%-15.1pp | 373.66%-367.6pp |
| Employer contribution / active EE | $6,558 | $3,611+81.6% | $3,049+115.1% | $4,754+37.9% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,855 | $14,056-37.0% | $8,961-1.2% | $11,409-22.4% |