Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $180,659 | $157,276+14.9% | $141,177+28.0% | $152,885+18.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.95% | 64.33%-55.4pp | 71.40%-62.5pp | 345.39%-336.4pp |
| Employer contribution / active EE | $3,200 | $5,262-39.2% | $4,736-32.4% | $4,763-32.8% |
| Participant deferral / active EE | $11,066 | $7,110+55.6% | $6,710+64.9% | $5,851+89.1% |
| Admin fee / account holder | $2,641 | $12,123-78.2% | $10,263-74.3% | $11,598-77.2% |