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 | $196,390 | $217,432-9.7% | $185,849+5.7% | $167,536+17.2% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 8.55% | 148.42%-139.9pp | 122.10%-113.6pp | 478.82%-470.3pp |
| Employer contribution / active EE | $7,437 | $5,875+26.6% | $5,169+43.9% | $4,839+53.7% |
| Participant deferral / active EE | $3,661 | $6,357-42.4% | $5,569-34.3% | $6,342-42.3% |
| Admin fee / account holder | $130,900 | $19,818+560.5% | $16,244+705.9% | $12,315+963.0% |