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 | $182,129 | $201,370-9.6% | $184,256-1.2% | $145,897+24.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 6.77% | 29.05%-22.3pp | 28.85%-22.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $14,602 | $7,024+107.9% | $6,427+127.2% | $4,663+213.2% |
| Participant deferral / active EE | $5,750 | $9,808-41.4% | $9,133-37.0% | $6,689-14.0% |
| Admin fee / account holder | $453,137 | $16,364+2669.1% | $13,899+3160.1% | $13,390+3284.1% |