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 | $177,370 | $148,558+19.4% | $135,925+30.5% | $139,427+27.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.02% | 79.22%-67.2pp | 68.25%-56.2pp | 373.27%-361.2pp |
| Employer contribution / active EE | $5,207 | $5,244-0.7% | $4,857+7.2% | $4,752+9.6% |
| Participant deferral / active EE | $17,500 | $8,101+116.0% | $7,759+125.5% | $6,711+160.8% |
| Admin fee / account holder | $955 | $12,401-92.3% | $10,764-91.1% | $11,404-91.6% |