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 | $173,650 | $176,794-1.8% | $146,647+18.4% | $167,553+3.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.58% | 24.04%-15.5pp | 22.75%-14.2pp | 478.89%-470.3pp |
| Employer contribution / active EE | $2,303 | $5,161-55.4% | $4,137-44.3% | $4,840-52.4% |
| Participant deferral / active EE | $7,068 | $6,440+9.7% | $5,506+28.4% | $6,343+11.4% |
| Admin fee / account holder | $6,334 | $13,262-52.2% | $10,281-38.4% | $12,316-48.6% |