Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,400 | $156,398-69.7% | $147,318-67.8% | $138,895-65.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 11.90% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $5,552 | $4,853+14.4% | $4,593+20.9% | $4,194+32.4% |
| Participant deferral / active EE | $16,028 | $8,237+94.6% | $7,906+102.7% | $6,396+150.6% |
| Admin fee / account holder | $16,659 | $14,976+11.2% | $13,708+21.5% | $12,562+32.6% |