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 | $160,169 | $148,629+7.8% | $135,982+17.8% | $139,487+14.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.09% | 79.33%-73.2pp | 68.32%-62.2pp | 373.84%-367.8pp |
| Employer contribution / active EE | $2,077 | $5,247-60.4% | $4,859-57.3% | $4,755-56.3% |
| Participant deferral / active EE | $2,976 | $8,102-63.3% | $7,760-61.6% | $6,713-55.7% |
| Admin fee / account holder | $4,193 | $12,406-66.2% | $10,767-61.1% | $11,407-63.2% |