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 | $118,270 | $160,028-26.1% | $147,080-19.6% | $145,884-18.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.45% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $3,491 | $5,286-34.0% | $4,933-29.2% | $4,662-25.1% |
| Participant deferral / active EE | $4,012 | $8,422-52.4% | $8,066-50.3% | $6,690-40.0% |
| Admin fee / account holder | $92,114 | $15,030+512.9% | $12,989+609.2% | $13,392+587.8% |