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 | $157,883 | $185,312-14.8% | $161,489-2.2% | $154,746+2.0% |
| Participation rate | 85.0% | 82.5%+2.5pp | 78.7%+6.3pp | 80.7%+4.3pp |
| Annual return | 9.71% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $3,862 | $4,769-19.0% | $4,268-9.5% | $4,379-11.8% |
| Participant deferral / active EE | $8,118 | $6,350+27.8% | $5,630+44.2% | $6,730+20.6% |
| Admin fee / account holder | $168,612 | $18,654+803.9% | $16,006+953.5% | $14,365+1073.8% |