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 | $238,808 | $175,259+36.3% | $149,723+59.5% | $139,487+71.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.73% | 166.82%-161.1pp | 134.50%-128.8pp | 373.84%-368.1pp |
| Employer contribution / active EE | $5,315 | $5,478-3.0% | $4,821+10.2% | $4,755+11.8% |
| Participant deferral / active EE | $5,845 | $6,522-10.4% | $5,682+2.9% | $6,713-12.9% |
| Admin fee / account holder | $18,253 | $16,158+13.0% | $13,215+38.1% | $11,407+60.0% |