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 | $235,606 | $160,070+47.2% | $147,117+60.1% | $145,897+61.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 6.61% | 98.69%-92.1pp | 420.54%-413.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $3,330 | $5,285-37.0% | $4,932-32.5% | $4,663-28.6% |
| Participant deferral / active EE | $8,436 | $8,419+0.2% | $8,065+4.6% | $6,689+26.1% |
| Admin fee / account holder | $5,614 | $15,035-62.7% | $12,993-56.8% | $13,390-58.1% |