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 | $153,019 | $148,582+3.0% | $135,942+12.6% | $139,456+9.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.23% | 79.26%-68.0pp | 68.28%-57.0pp | 373.45%-362.2pp |
| Employer contribution / active EE | $2,412 | $5,245-54.0% | $4,858-50.3% | $4,753-49.2% |
| Participant deferral / active EE | $6,134 | $8,101-24.3% | $7,759-20.9% | $6,711-8.6% |
| Admin fee / account holder | $5,611 | $12,402-54.8% | $10,764-47.9% | $11,407-50.8% |