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 | $224,845 | $217,432+3.4% | $185,849+21.0% | $167,536+34.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.24% | 148.42%-144.2pp | 122.10%-117.9pp | 478.82%-474.6pp |
| Employer contribution / active EE | $5,217 | $5,875-11.2% | $5,169+0.9% | $4,839+7.8% |
| Participant deferral / active EE | $6,044 | $6,357-4.9% | $5,569+8.5% | $6,342-4.7% |
| Admin fee / account holder | $5,324 | $19,818-73.1% | $16,244-67.2% | $12,315-56.8% |