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 | $143,688 | $154,228-6.8% | $145,433-1.2% | $137,256+4.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.55% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $4,954 | $4,804+3.1% | $4,554+8.8% | $4,156+19.2% |
| Participant deferral / active EE | $6,331 | $8,216-22.9% | $7,897-19.8% | $6,407-1.2% |
| Admin fee / account holder | $34,847 | $14,344+142.9% | $13,129+165.4% | $12,270+184.0% |