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 | $193,932 | $159,978+21.2% | $147,041+31.9% | $145,978+32.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.48% | 98.36%-90.9pp | 419.21%-411.7pp | 550.52%-543.0pp |
| Employer contribution / active EE | $1,480 | $5,288-72.0% | $4,935-70.0% | $4,662-68.3% |
| Participant deferral / active EE | $5,960 | $8,429-29.3% | $8,071-26.2% | $6,690-10.9% |
| Admin fee / account holder | $14,538 | $15,053-3.4% | $13,006+11.8% | $13,400+8.5% |