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 | $146,258 | $102,429+42.8% | $147,096-0.6% | $80,925+80.7% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 9.60% | 135.02%-125.4pp | 419.75%-410.2pp | 35.65%-26.1pp |
| Employer contribution / active EE | $4,640 | $3,716+24.9% | $4,936-6.0% | $2,756+68.3% |
| Participant deferral / active EE | $4,337 | $6,649-34.8% | $8,071-46.3% | $4,299+0.9% |
| Admin fee / account holder | $5,559 | $7,957-30.1% | $13,005-57.3% | $6,940-19.9% |