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 | $160,292 | $178,174-10.0% | $156,181+2.6% | $137,256+16.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.07% | 84.19%-75.1pp | 64.87%-55.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $12,176 | $4,972+144.9% | $4,294+183.6% | $4,156+193.0% |
| Participant deferral / active EE | $5,816 | $6,888-15.6% | $6,132-5.2% | $6,407-9.2% |
| Admin fee / account holder | $14,026 | $17,404-19.4% | $14,586-3.8% | $12,270+14.3% |