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 | $184,567 | $124,314+48.5% | $109,163+69.1% | $167,518+10.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.42% | 26.04%-16.6pp | 25.75%-16.3pp | 478.71%-469.3pp |
| Employer contribution / active EE | $6,883 | $4,209+63.5% | $3,723+84.9% | $4,838+42.2% |
| Participant deferral / active EE | $9,217 | $5,256+75.3% | $4,654+98.0% | $6,342+45.3% |
| Admin fee / account holder | $3,346 | $7,973-58.0% | $6,754-50.5% | $12,312-72.8% |