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 | $141,814 | $110,379+28.5% | $102,412+38.5% | $145,884-2.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.69% | 24.84%-16.1pp | 24.94%-16.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $13,588 | $4,216+222.3% | $3,870+251.1% | $4,662+191.4% |
| Participant deferral / active EE | $8,677 | $5,622+54.3% | $5,060+71.5% | $6,690+29.7% |
| Admin fee / account holder | $969 | $9,745-90.1% | $8,388-88.5% | $13,392-92.8% |