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 | $186,095 | $165,399+12.5% | $149,745+24.3% | $158,982+17.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.89% | 348.34%-340.4pp | 276.72%-268.8pp | 302.99%-295.1pp |
| Employer contribution / active EE | $1,749 | $5,105-65.7% | $4,646-62.4% | $4,763-63.3% |
| Participant deferral / active EE | $8,149 | $7,183+13.4% | $6,843+19.1% | $5,983+36.2% |
| Admin fee / account holder | $18,182 | $10,811+68.2% | $9,312+95.3% | $11,252+61.6% |