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 | $158,828 | $171,272-7.3% | $127,803+24.3% | $152,885+3.9% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.0%+4.3pp | 82.5%+0.9pp |
| Annual return | 6.85% | 23.54%-16.7pp | 26.14%-19.3pp | 345.39%-338.5pp |
| Employer contribution / active EE | $11,369 | $5,451+108.6% | $4,576+148.5% | $4,763+138.7% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,345 | $14,540+5.5% | $9,399+63.3% | $11,598+32.3% |