Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $139,086 | $111,535+24.7% | $105,223+32.2% | $137,256+1.3% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.0%+13.2pp | 80.0%+8.3pp |
| Annual return | 8.08% | 237.85%-229.8pp | 180.65%-172.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $23,316 | $3,939+491.9% | $3,689+532.1% | $4,156+461.0% |
| Participant deferral / active EE | $2,802 | $5,500-49.0% | $5,072-44.7% | $6,407-56.3% |
| Admin fee / account holder | $76,290 | $9,721+684.8% | $8,859+761.2% | $12,270+521.8% |