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 | $191,990 | $209,336-8.3% | $197,124-2.6% | $137,256+39.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.96% | 48.09%-41.1pp | 44.34%-37.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $9,131 | $6,591+38.5% | $6,227+46.6% | $4,156+119.7% |
| Participant deferral / active EE | $3,625 | $9,614-62.3% | $9,135-60.3% | $6,407-43.4% |
| Admin fee / account holder | $3,457 | $17,308-80.0% | $16,298-78.8% | $12,270-71.8% |