Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $178,235 | $178,1740% | $156,181+14.1% | $137,256+29.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.70% | 84.19%-76.5pp | 64.87%-57.2pp | 220.34%-212.6pp |
| Employer contribution / active EE | $2,322 | $4,972-53.3% | $4,294-45.9% | $4,156-44.1% |
| Participant deferral / active EE | $6,193 | $6,888-10.1% | $6,132+1.0% | $6,407-3.3% |
| Admin fee / account holder | $3,501 | $17,404-79.9% | $14,586-76.0% | $12,270-71.5% |