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 | $161,564 | $185,312-12.8% | $161,4890% | $154,746+4.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.70% | 103.84%-97.1pp | 89.72%-83.0pp | 172.34%-165.6pp |
| Employer contribution / active EE | $7,483 | $4,769+56.9% | $4,268+75.3% | $4,379+70.9% |
| Participant deferral / active EE | $22,515 | $6,350+254.6% | $5,630+299.9% | $6,730+234.5% |
| Admin fee / account holder | $239,242 | $18,654+1182.5% | $16,006+1394.7% | $14,365+1565.4% |