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 | $168,585 | $175,231-3.8% | $149,696+12.6% | $139,466+20.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.70% | 166.77%-157.1pp | 134.46%-124.8pp | 373.66%-364.0pp |
| Employer contribution / active EE | $1,802 | $5,478-67.1% | $4,821-62.6% | $4,754-62.1% |
| Participant deferral / active EE | $7,144 | $6,521+9.6% | $5,682+25.7% | $6,712+6.4% |
| Admin fee / account holder | $19,630 | $16,155+21.5% | $13,212+48.6% | $11,409+72.1% |