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 | $187,858 | $160,070+17.4% | $147,117+27.7% | $145,897+28.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 6.40% | 98.69%-92.3pp | 420.54%-414.1pp | 552.29%-545.9pp |
| Employer contribution / active EE | $4,080 | $5,285-22.8% | $4,932-17.3% | $4,663-12.5% |
| Participant deferral / active EE | $8,843 | $8,419+5.0% | $8,065+9.6% | $6,689+32.2% |
| Admin fee / account holder | $48,284 | $15,035+221.1% | $12,993+271.6% | $13,390+260.6% |