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 | $186,200 | $183,516+1.5% | $155,534+19.7% | $145,884+27.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.37% | 61.43%-55.1pp | 64.92%-58.5pp | 551.85%-545.5pp |
| Employer contribution / active EE | $31,689 | $5,315+496.3% | $4,675+577.9% | $4,662+579.7% |
| Participant deferral / active EE | $13,344 | $6,467+106.3% | $5,630+137.0% | $6,690+99.5% |
| Admin fee / account holder | $19,813 | $19,293+2.7% | $15,900+24.6% | $13,392+47.9% |