Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $114,990 | $185,312-37.9% | $161,489-28.8% | $154,746-25.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.75% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $11,668 | $4,769+144.6% | $4,268+173.4% | $4,379+166.4% |
| Participant deferral / active EE | $10,840 | $6,350+70.7% | $5,630+92.6% | $6,730+61.1% |
| Admin fee / account holder | $609 | $18,654-96.7% | $16,006-96.2% | $14,365-95.8% |