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 | $225,083 | $157,276+43.1% | $141,177+59.4% | $152,885+47.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.92% | 64.33%-53.4pp | 71.40%-60.5pp | 345.39%-334.5pp |
| Employer contribution / active EE | $3,109 | $5,262-40.9% | $4,736-34.4% | $4,763-34.7% |
| Participant deferral / active EE | $15,002 | $7,110+111.0% | $6,710+123.6% | $5,851+156.4% |
| Admin fee / account holder | $1,132 | $12,123-90.7% | $10,263-89.0% | $11,598-90.2% |