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 | $145,532 | $157,304-7.5% | $141,197+3.1% | $152,909-4.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.58% | 64.34%-50.8pp | 71.41%-57.8pp | 345.46%-331.9pp |
| Employer contribution / active EE | $10,166 | $5,263+93.2% | $4,736+114.6% | $4,764+113.4% |
| Participant deferral / active EE | $7,728 | $7,111+8.7% | $6,710+15.2% | $5,851+32.1% |
| Admin fee / account holder | $34,611 | $12,126+185.4% | $10,265+237.2% | $11,601+198.3% |