Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $169,767 | $148,623+14.2% | $135,974+24.9% | $139,466+21.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.24% | 79.30%-68.1pp | 68.30%-57.1pp | 373.66%-362.4pp |
| Employer contribution / active EE | $14,062 | $5,246+168.0% | $4,859+189.4% | $4,754+195.8% |
| Participant deferral / active EE | $24,000 | $8,103+196.2% | $7,760+209.3% | $6,712+257.6% |
| Admin fee / account holder | $5,812 | $12,406-53.2% | $10,767-46.0% | $11,409-49.1% |