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 | $109,372 | $114,119-4.2% | $107,187+2.0% | $138,895-21.3% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 79.9%+12.4pp |
| Annual return | 8.20% | 273.21%-265.0pp | 204.55%-196.3pp | 145.39%-137.2pp |
| Employer contribution / active EE | $3,299 | $4,059-18.7% | $3,782-12.8% | $4,194-21.3% |
| Participant deferral / active EE | $2,739 | $5,538-50.5% | $5,096-46.3% | $6,396-57.2% |
| Admin fee / account holder | $707 | $10,024-93.0% | $9,162-92.3% | $12,562-94.4% |