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 | $177,205 | $157,304+12.7% | $141,197+25.5% | $152,909+15.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.47% | 64.34%-49.9pp | 71.41%-56.9pp | 345.46%-331.0pp |
| Employer contribution / active EE | $10,250 | $5,263+94.8% | $4,736+116.4% | $4,764+115.2% |
| Participant deferral / active EE | $10,434 | $7,111+46.7% | $6,710+55.5% | $5,851+78.3% |
| Admin fee / account holder | $11,293 | $12,126-6.9% | $10,265+10.0% | $11,601-2.7% |