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 | $204,782 | $168,636+21.4% | $147,618+38.7% | $125,388+63.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.63% | 77.65%-82.3pp | 61.98%-66.6pp | 282.24%-286.9pp |
| Employer contribution / active EE | $8,036 | $6,252+28.5% | $5,565+44.4% | $4,866+65.1% |
| Participant deferral / active EE | $5,815 | $5,507+5.6% | $4,895+18.8% | $5,352+8.7% |
| Admin fee / account holder | $2,088 | $13,580-84.6% | $11,612-82.0% | $9,541-78.1% |