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 | $209,521 | $175,231+19.6% | $149,696+40.0% | $139,466+50.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 2.73% | 166.77%-164.0pp | 134.46%-131.7pp | 373.66%-370.9pp |
| Employer contribution / active EE | $6,677 | $5,478+21.9% | $4,821+38.5% | $4,754+40.4% |
| Participant deferral / active EE | $3,750 | $6,521-42.5% | $5,682-34.0% | $6,712-44.1% |
| Admin fee / account holder | $70,163 | $16,155+334.3% | $13,212+431.1% | $11,409+515.0% |