Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $235,032 | $185,312+26.8% | $161,489+45.5% | $154,746+51.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.85% | 103.84%-95.0pp | 89.72%-80.9pp | 172.34%-163.5pp |
| Employer contribution / active EE | $2,667 | $4,769-44.1% | $4,268-37.5% | $4,379-39.1% |
| Participant deferral / active EE | $6,111 | $6,350-3.8% | $5,630+8.5% | $6,730-9.2% |
| Admin fee / account holder | $2,484 | $18,654-86.7% | $16,006-84.5% | $14,365-82.7% |