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 | $153,666 | $162,136-5.2% | $152,301+0.9% | $154,746-0.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.04% | 91.02%-83.0pp | 80.50%-72.5pp | 172.34%-164.3pp |
| Employer contribution / active EE | $2,970 | $4,890-39.3% | $4,624-35.8% | $4,379-32.2% |
| Participant deferral / active EE | $9,349 | $8,341+12.1% | $8,004+16.8% | $6,730+38.9% |
| Admin fee / account holder | $12,916 | $15,759-18.0% | $14,398-10.3% | $14,365-10.1% |