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 | $166,378 | $117,829+41.2% | $102,423+62.4% | $145,877+14.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.19% | 31.83%-25.6pp | 29.42%-23.2pp | 551.28%-545.1pp |
| Employer contribution / active EE | $9,143 | $3,615+153.0% | $3,023+202.5% | $4,663+96.1% |
| Participant deferral / active EE | $10,646 | $5,732+85.7% | $5,054+110.6% | $6,691+59.1% |
| Admin fee / account holder | $43,163 | $13,335+223.7% | $9,455+356.5% | $13,402+222.1% |