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 | $102,385+42.9% | $147,080-0.6% | $80,935+80.7% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 9.60% | 135.09%-125.5pp | 420.17%-410.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $4,640 | $3,717+24.8% | $4,933-6.0% | $2,757+68.3% |
| Participant deferral / active EE | $4,337 | $6,651-34.8% | $8,066-46.2% | $4,299+0.9% |
| Admin fee / account holder | $5,559 | $7,951-30.1% | $12,989-57.2% | $6,924-19.7% |