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 | $171,088 | $160,070+6.9% | $147,117+16.3% | $145,897+17.3% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 8.91% | 98.69%-89.8pp | 420.54%-411.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,921 | $5,285-63.7% | $4,932-61.1% | $4,663-58.8% |
| Participant deferral / active EE | $10,148 | $8,419+20.5% | $8,065+25.8% | $6,689+51.7% |
| Admin fee / account holder | $32,487 | $15,035+116.1% | $12,993+150.0% | $13,390+142.6% |