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 | $204,860 | $160,040+28.0% | $147,096+39.3% | $145,877+40.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.06% | 98.49%-90.4pp | 419.75%-411.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $3,906 | $5,289-26.2% | $4,936-20.9% | $4,663-16.2% |
| Participant deferral / active EE | $6,501 | $8,429-22.9% | $8,071-19.5% | $6,691-2.8% |
| Admin fee / account holder | $1,945 | $15,050-87.1% | $13,005-85.0% | $13,402-85.5% |