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 | $149,241 | $68,394+118.2% | $94,672+57.6% | $75,177+98.5% |
| Participation rate | 90.8% | 76.1%+14.7pp | 80.8%+9.9pp | 67.2%+23.6pp |
| Annual return | 11.13% | 616.92%-605.8pp | 156.89%-145.8pp | 160.75%-149.6pp |
| Employer contribution / active EE | $2,809 | $2,701+4.0% | $3,673-23.5% | $2,671+5.2% |
| Participant deferral / active EE | $6,527 | $6,536-0.1% | $7,417-12.0% | $4,126+58.2% |
| Admin fee / account holder | $12,440 | $5,326+133.6% | $7,222+72.3% | $5,651+120.1% |