Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $126,874 | $175,231-27.6% | $149,696-15.2% | $139,466-9.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 4.72% | 166.77%-162.1pp | 134.46%-129.7pp | 373.66%-368.9pp |
| Employer contribution / active EE | $1,424 | $5,478-74.0% | $4,821-70.5% | $4,754-70.1% |
| Participant deferral / active EE | $3,240 | $6,521-50.3% | $5,682-43.0% | $6,712-51.7% |
| Admin fee / account holder | $1,128 | $16,155-93.0% | $13,212-91.5% | $11,409-90.1% |