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 | $147,968 | $185,312-20.2% | $161,489-8.4% | $154,746-4.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 5.75% | 103.84%-98.1pp | 89.72%-84.0pp | 172.34%-166.6pp |
| Employer contribution / active EE | $5,198 | $4,769+9.0% | $4,268+21.8% | $4,379+18.7% |
| Participant deferral / active EE | $4,429 | $6,350-30.3% | $5,630-21.3% | $6,730-34.2% |
| Admin fee / account holder | $11,066 | $18,654-40.7% | $16,006-30.9% | $14,365-23.0% |