Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $186,955 | $166,268+12.4% | $165,100+13.2% | $145,897+28.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 6.32% | 100.52%-94.2pp | 70.21%-63.9pp | 552.29%-546.0pp |
| Employer contribution / active EE | $2,470 | $5,284-53.3% | $4,348-43.2% | $4,663-47.0% |
| Participant deferral / active EE | $10,387 | $6,964+49.2% | $6,035+72.1% | $6,689+55.3% |
| Admin fee / account holder | $1,358 | $16,659-91.9% | $12,696-89.3% | $13,390-89.9% |