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 | $23,220 | $183,516-87.3% | $155,534-85.1% | $145,884-84.1% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 4.90% | 61.43%-56.5pp | 64.92%-60.0pp | 551.85%-547.0pp |
| Employer contribution / active EE | $3,536 | $5,315-33.5% | $4,675-24.4% | $4,662-24.2% |
| Participant deferral / active EE | $3,249 | $6,467-49.8% | $5,630-42.3% | $6,690-51.4% |
| Admin fee / account holder | $5,042 | $19,293-73.9% | $15,900-68.3% | $13,392-62.3% |