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 | $167,417 | $172,111-2.7% | $150,298+11.4% | $137,256+22.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 9.51% | 69.37%-59.9pp | 62.79%-53.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $6,790 | $4,636+46.5% | $4,154+63.5% | $4,156+63.4% |
| Participant deferral / active EE | $7,183 | $6,166+16.5% | $5,453+31.7% | $6,407+12.1% |
| Admin fee / account holder | $2,828 | $16,471-82.8% | $14,116-80.0% | $12,270-77.0% |