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 | $183,592-16.4% | $155,567-1.4% | $145,959+5.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.88% | 61.24%-56.4pp | 64.74%-59.9pp | 561.95%-557.1pp |
| Employer contribution / active EE | $3,200 | $5,315-39.8% | $4,674-31.5% | $4,661-31.4% |
| Participant deferral / active EE | $3,951 | $6,464-38.9% | $5,628-29.8% | $6,689-40.9% |
| Admin fee / account holder | $25,639 | $19,318+32.7% | $15,916+61.1% | $13,398+91.4% |