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 | $161,056 | $165,399-2.6% | $149,745+7.6% | $158,982+1.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.55% | 348.34%-340.8pp | 276.72%-269.2pp | 302.99%-295.4pp |
| Employer contribution / active EE | $7,661 | $5,105+50.1% | $4,646+64.9% | $4,763+60.8% |
| Participant deferral / active EE | $7,896 | $7,183+9.9% | $6,843+15.4% | $5,983+32.0% |
| Admin fee / account holder | $1,187 | $10,811-89.0% | $9,312-87.3% | $11,252-89.4% |