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 | $199,814 | $160,070+24.8% | $147,117+35.8% | $145,897+37.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.39% | 98.69%-89.3pp | 420.54%-411.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $10,187 | $5,285+92.8% | $4,932+106.5% | $4,663+118.5% |
| Participant deferral / active EE | $15,416 | $8,419+83.1% | $8,065+91.2% | $6,689+130.5% |
| Admin fee / account holder | $13,327 | $15,035-11.4% | $12,993+2.6% | $13,390-0.5% |