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 | $169,660 | $166,242+2.1% | $165,071+2.8% | $145,884+16.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.37% | 100.44%-92.1pp | 70.17%-61.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $5,494 | $5,283+4.0% | $4,347+26.4% | $4,662+17.8% |
| Participant deferral / active EE | $8,377 | $6,964+20.3% | $6,035+38.8% | $6,690+25.2% |
| Admin fee / account holder | $44,456 | $16,658+166.9% | $12,695+250.2% | $13,392+232.0% |