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 | $161,379 | $183,516-12.1% | $155,534+3.8% | $145,884+10.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.05% | 61.43%-55.4pp | 64.92%-58.9pp | 551.85%-545.8pp |
| Employer contribution / active EE | $5,346 | $5,315+0.6% | $4,675+14.4% | $4,662+14.7% |
| Participant deferral / active EE | $6,429 | $6,467-0.6% | $5,630+14.2% | $6,690-3.9% |
| Admin fee / account holder | $69,289 | $19,293+259.1% | $15,900+335.8% | $13,392+417.4% |