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 | $109,868 | $201,370-45.4% | $184,256-40.4% | $145,897-24.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 9.16% | 29.05%-19.9pp | 28.85%-19.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $3,794 | $7,024-46.0% | $6,427-41.0% | $4,663-18.6% |
| Participant deferral / active EE | $4,622 | $9,808-52.9% | $9,133-49.4% | $6,689-30.9% |
| Admin fee / account holder | $46,546 | $16,364+184.4% | $13,899+234.9% | $13,390+247.6% |