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 | $144,332 | $148,623-2.9% | $135,974+6.1% | $139,466+3.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 6.42% | 79.30%-72.9pp | 68.30%-61.9pp | 373.66%-367.2pp |
| Employer contribution / active EE | $5,532 | $5,246+5.4% | $4,859+13.9% | $4,754+16.4% |
| Participant deferral / active EE | $3,076 | $8,103-62.0% | $7,760-60.4% | $6,712-54.2% |
| Admin fee / account holder | $20,093 | $12,406+62.0% | $10,767+86.6% | $11,409+76.1% |