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 | $184,513 | $183,539+0.5% | $155,556+18.6% | $145,897+26.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.66% | 61.31%-53.6pp | 64.84%-57.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,952 | $5,315-63.3% | $4,675-58.3% | $4,663-58.1% |
| Participant deferral / active EE | $10,800 | $6,467+67.0% | $5,631+91.8% | $6,689+61.5% |
| Admin fee / account holder | $1,779 | $19,275-90.8% | $15,885-88.8% | $13,390-86.7% |