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 | $148,222 | $72,071+105.7% | $68,368+116.8% | $137,256+8.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 12.16% | 353.14%-341.0pp | 292.57%-280.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $13,234 | $2,788+374.7% | $2,649+399.6% | $4,156+218.4% |
| Participant deferral / active EE | $4,802 | $4,410+8.9% | $4,123+16.5% | $6,407-25.0% |
| Admin fee / account holder | $563 | $5,336-89.5% | $5,150-89.1% | $12,270-95.4% |