Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $164,889 | $106,247+55.2% | $96,515+70.8% | $139,466+18.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 4.83% | 38.47%-33.6pp | 35.73%-30.9pp | 373.66%-368.8pp |
| Employer contribution / active EE | $17,529 | $4,106+326.9% | $3,740+368.7% | $4,754+268.7% |
| Participant deferral / active EE | $6,582 | $5,456+20.6% | $4,880+34.9% | $6,712-1.9% |
| Admin fee / account holder | $174,533 | $7,885+2113.5% | $6,735+2491.3% | $11,409+1429.8% |