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 | $98,242 | $156,398-37.2% | $147,318-33.3% | $138,895-29.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.80% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,421 | $4,853-70.7% | $4,593-69.1% | $4,194-66.1% |
| Participant deferral / active EE | $5,697 | $8,237-30.8% | $7,906-27.9% | $6,396-10.9% |
| Admin fee / account holder | $20,754 | $14,976+38.6% | $13,708+51.4% | $12,562+65.2% |