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 | $186,651 | $166,020+12.4% | $164,866+13.2% | $145,959+27.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.20% | 100.08%-91.9pp | 69.97%-61.8pp | 561.95%-553.7pp |
| Employer contribution / active EE | $2,016 | $5,275-61.8% | $4,343-53.6% | $4,661-56.7% |
| Participant deferral / active EE | $8,753 | $6,961+25.7% | $6,033+45.1% | $6,689+30.9% |
| Admin fee / account holder | $8,900 | $16,644-46.5% | $12,689-29.9% | $13,398-33.6% |