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 | $148,991 | $175,231-15.0% | $149,696-0.5% | $139,466+6.8% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 7.54% | 166.77%-159.2pp | 134.46%-126.9pp | 373.66%-366.1pp |
| Employer contribution / active EE | $2,120 | $5,478-61.3% | $4,821-56.0% | $4,754-55.4% |
| Participant deferral / active EE | $8,810 | $6,521+35.1% | $5,682+55.1% | $6,712+31.3% |
| Admin fee / account holder | $57,695 | $16,155+257.1% | $13,212+336.7% | $11,409+405.7% |