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 | $205,159 | $198,461+3.4% | $170,436+20.4% | $147,585+39.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.79% | 257.30%-251.5pp | 205.94%-200.1pp | 578.57%-572.8pp |
| Employer contribution / active EE | $2,289 | $6,184-63.0% | $5,433-57.9% | $4,876-53.1% |
| Participant deferral / active EE | $2,703 | $5,629-52.0% | $4,939-45.3% | $5,439-50.3% |
| Admin fee / account holder | $3,256 | $16,852-80.7% | $13,880-76.5% | $10,885-70.1% |