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 | $86,522 | $103,008-16.0% | $90,304-4.2% | $152,897-43.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 4.73% | 95.22%-90.5pp | 78.13%-73.4pp | 345.43%-340.7pp |
| Employer contribution / active EE | $6,596 | $3,139+110.1% | $2,855+131.0% | $4,764+38.5% |
| Participant deferral / active EE | $3,116 | $4,281-27.2% | $3,885-19.8% | $5,851-46.8% |
| Admin fee / account holder | $6,246 | $6,175+1.2% | $5,354+16.7% | $11,599-46.2% |