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 | $160,661 | $172,111-6.7% | $150,298+6.9% | $137,256+17.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.70% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,330 | $4,636-49.7% | $4,154-43.9% | $4,156-43.9% |
| Participant deferral / active EE | $6,661 | $6,166+8.0% | $5,453+22.2% | $6,407+4.0% |
| Admin fee / account holder | $409 | $16,471-97.5% | $14,116-97.1% | $12,270-96.7% |