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 | $201,344-9.5% | $184,243-1.1% | $145,877+24.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 6.77% | 29.01%-22.2pp | 28.82%-22.0pp | 551.28%-544.5pp |
| Employer contribution / active EE | $14,602 | $7,022+107.9% | $6,427+127.2% | $4,663+213.2% |
| Participant deferral / active EE | $5,750 | $9,807-41.4% | $9,132-37.0% | $6,691-14.1% |
| Admin fee / account holder | $453,137 | $16,382+2666.1% | $13,914+3156.8% | $13,402+3281.1% |