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 | $165,365 | $79,955+106.8% | $98,461+67.9% | $75,173+120.0% |
| Participation rate | 94.7% | 70.4%+24.4pp | 75.2%+19.6pp | 67.2%+27.5pp |
| Annual return | 12.00% | 19.75%-7.7pp | 21.17%-9.2pp | 160.72%-148.7pp |
| Employer contribution / active EE | $12,566 | $2,264+455.0% | $3,049+312.2% | $2,671+370.5% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,849 | $6,841+14.7% | $8,961-12.4% | $5,651+38.9% |