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 | $151,319 | $175,212-13.6% | $149,682+1.1% | $139,427+8.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 10.31% | 166.63%-156.3pp | 134.35%-124.0pp | 373.27%-363.0pp |
| Employer contribution / active EE | $1,667 | $5,475-69.5% | $4,818-65.4% | $4,752-64.9% |
| Participant deferral / active EE | $3,149 | $6,520-51.7% | $5,681-44.6% | $6,711-53.1% |
| Admin fee / account holder | $6,406 | $16,150-60.3% | $13,210-51.5% | $11,404-43.8% |