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 | $158,962 | $81,208+95.7% | $98,920+60.7% | $79,852+99.1% |
| Participation rate | 95.7% | 72.5%+23.1pp | 76.0%+19.6pp | 69.6%+26.0pp |
| Annual return | 5.61% | 60.99%-55.4pp | 196.47%-190.9pp | 31.72%-26.1pp |
| Employer contribution / active EE | $14,798 | $1,960+655.1% | $2,689+450.2% | $2,471+498.8% |
| Participant deferral / active EE | $9,349 | $3,265+186.3% | $4,245+120.2% | $3,740+149.9% |
| Admin fee / account holder | $27,748 | $6,013+361.5% | $6,643+317.7% | $5,306+422.9% |