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 | $102,226 | $183,627-44.3% | $155,602-34.3% | $145,978-30.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.57% | 61.32%-53.7pp | 64.81%-57.2pp | 550.52%-542.9pp |
| Employer contribution / active EE | $6,465 | $5,316+21.6% | $4,675+38.3% | $4,662+38.7% |
| Participant deferral / active EE | $10,003 | $6,466+54.7% | $5,629+77.7% | $6,690+49.5% |
| Admin fee / account holder | $269,613 | $19,327+1295.0% | $15,923+1593.2% | $13,400+1912.0% |