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 | $132,291 | $88,702+49.1% | $81,780+61.8% | $145,978-9.4% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 5.77% | 1029.12%-1023.4pp | 776.27%-770.5pp | 550.52%-544.7pp |
| Employer contribution / active EE | $3,289 | $3,084+6.6% | $2,914+12.9% | $4,662-29.4% |
| Participant deferral / active EE | $4,264 | $4,645-8.2% | $4,321-1.3% | $6,690-36.3% |
| Admin fee / account holder | $5,209 | $8,414-38.1% | $7,384-29.5% | $13,400-61.1% |