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 | $152,649 | $125,190+21.9% | $105,624+44.5% | $145,897+4.6% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 5.91% | 225.22%-219.3pp | 116.20%-110.3pp | 552.29%-546.4pp |
| Employer contribution / active EE | $7,370 | $3,720+98.1% | $3,168+132.7% | $4,663+58.1% |
| Participant deferral / active EE | $6,762 | $5,716+18.3% | $5,013+34.9% | $6,689+1.1% |
| Admin fee / account holder | $9,696 | $17,138-43.4% | $10,961-11.5% | $13,390-27.6% |