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 | $131,238 | $162,136-19.1% | $152,301-13.8% | $154,746-15.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 6.46% | 91.02%-84.6pp | 80.50%-74.0pp | 172.34%-165.9pp |
| Employer contribution / active EE | $1,553 | $4,890-68.2% | $4,624-66.4% | $4,379-64.5% |
| Participant deferral / active EE | $10,683 | $8,341+28.1% | $8,004+33.5% | $6,730+58.7% |
| Admin fee / account holder | $230,040 | $15,759+1359.7% | $14,398+1497.7% | $14,365+1501.4% |