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 | $188,449 | $160,028+17.8% | $147,080+28.1% | $145,884+29.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 9.52% | 98.60%-89.1pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $3,000 | $5,286-43.2% | $4,933-39.2% | $4,662-35.7% |
| Participant deferral / active EE | $7,606 | $8,422-9.7% | $8,066-5.7% | $6,690+13.7% |
| Admin fee / account holder | $4,006 | $15,030-73.3% | $12,989-69.2% | $13,392-70.1% |