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 | $171,352 | $209,428-18.2% | $178,498-4.0% | $158,950+7.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.69% | 188.78%-187.1pp | 151.09%-149.4pp | 302.91%-301.2pp |
| Employer contribution / active EE | $2,020 | $5,707-64.6% | $5,011-59.7% | $4,762-57.6% |
| Participant deferral / active EE | $9,574 | $5,955+60.8% | $5,202+84.0% | $5,983+60.0% |
| Admin fee / account holder | $16,411 | $17,077-3.9% | $13,985+17.3% | $11,248+45.9% |