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 | $120,829 | $91,167+32.5% | $178,498-32.3% | $79,858+51.3% |
| Participation rate | 92.7% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.0pp |
| Annual return | 2.80% | 24.19%-21.4pp | 151.09%-148.3pp | 31.72%-28.9pp |
| Employer contribution / active EE | $1,943 | $3,255-40.3% | $5,011-61.2% | $2,471-21.4% |
| Participant deferral / active EE | $6,204 | $3,236+91.7% | $5,202+19.3% | $3,740+65.9% |
| Admin fee / account holder | $19,746 | $6,747+192.6% | $13,985+41.2% | $5,306+272.1% |