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 | $149,845 | $175,231-14.5% | $149,696+0.1% | $139,466+7.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 8.45% | 166.77%-158.3pp | 134.46%-126.0pp | 373.66%-365.2pp |
| Employer contribution / active EE | $4,107 | $5,478-25.0% | $4,821-14.8% | $4,754-13.6% |
| Participant deferral / active EE | $6,676 | $6,521+2.4% | $5,682+17.5% | $6,712-0.5% |
| Admin fee / account holder | $263,269 | $16,155+1529.7% | $13,212+1892.7% | $11,409+2207.6% |