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 | $165,660 | $162,136+2.2% | $152,301+8.8% | $154,746+7.1% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 9.82% | 91.02%-81.2pp | 80.50%-70.7pp | 172.34%-162.5pp |
| Employer contribution / active EE | $2,091 | $4,890-57.2% | $4,624-54.8% | $4,379-52.3% |
| Participant deferral / active EE | $9,970 | $8,341+19.5% | $8,004+24.6% | $6,730+48.1% |
| Admin fee / account holder | $50,150 | $15,759+218.2% | $14,398+248.3% | $14,365+249.1% |