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 | $143,373 | $154,228-7.0% | $145,433-1.4% | $137,256+4.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.71% | 74.59%-67.9pp | 66.58%-59.9pp | 220.34%-213.6pp |
| Employer contribution / active EE | $4,723 | $4,804-1.7% | $4,554+3.7% | $4,156+13.6% |
| Participant deferral / active EE | $17,167 | $8,216+108.9% | $7,897+117.4% | $6,407+167.9% |
| Admin fee / account holder | $13,136 | $14,344-8.4% | $13,129+0.1% | $12,270+7.1% |