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 | $186,376 | $160,040+16.5% | $147,096+26.7% | $145,877+27.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.04% | 98.49%-90.5pp | 419.75%-411.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $11,001 | $5,289+108.0% | $4,936+122.9% | $4,663+135.9% |
| Participant deferral / active EE | $8,812 | $8,429+4.6% | $8,071+9.2% | $6,691+31.7% |
| Admin fee / account holder | $527 | $15,050-96.5% | $13,005-95.9% | $13,402-96.1% |