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 | $196,051 | $176,120+11.3% | $159,487+22.9% | $167,553+17.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.30% | 331.95%-322.7pp | 263.71%-254.4pp | 478.89%-469.6pp |
| Employer contribution / active EE | $1,812 | $5,299-65.8% | $4,831-62.5% | $4,840-62.6% |
| Participant deferral / active EE | $7,027 | $7,752-9.4% | $7,354-4.4% | $6,343+10.8% |
| Admin fee / account holder | $14,442 | $12,561+15.0% | $10,804+33.7% | $12,316+17.3% |