Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $153,439 | $183,539-16.4% | $155,556-1.4% | $145,897+5.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.88% | 61.31%-56.4pp | 64.84%-60.0pp | 552.29%-547.4pp |
| Employer contribution / active EE | $3,200 | $5,315-39.8% | $4,675-31.6% | $4,663-31.4% |
| Participant deferral / active EE | $3,951 | $6,467-38.9% | $5,631-29.8% | $6,689-40.9% |
| Admin fee / account holder | $25,639 | $19,275+33.0% | $15,885+61.4% | $13,390+91.5% |