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 | $154,634 | $105,200+47.0% | $159,474-3.0% | $85,847+80.1% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.8%-6.7pp | 69.3%+6.8pp |
| Annual return | 12.48% | 45.08%-32.6pp | 263.68%-251.2pp | 318.61%-306.1pp |
| Employer contribution / active EE | $3,466 | $3,319+4.4% | $4,831-28.3% | $2,565+35.1% |
| Participant deferral / active EE | $7,067 | $5,946+18.9% | $7,353-3.9% | $3,952+78.8% |
| Admin fee / account holder | $29,094 | $6,934+319.6% | $10,802+169.3% | $6,261+364.7% |