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 | $114,973 | $105,210+9.3% | $159,487-27.9% | $85,851+33.9% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.8%-2.1pp | 69.3%+11.4pp |
| Annual return | 7.52% | 45.08%-37.6pp | 263.71%-256.2pp | 318.63%-311.1pp |
| Employer contribution / active EE | $6,834 | $3,319+105.9% | $4,831+41.5% | $2,565+166.4% |
| Participant deferral / active EE | $2,732 | $5,946-54.1% | $7,354-62.9% | $3,952-30.9% |
| Admin fee / account holder | $2,562 | $6,934-63.0% | $10,804-76.3% | $6,261-59.1% |