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 | $101,146 | $155,555-35.0% | $146,866-31.1% | $155,188-34.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 5.62% | 115.41%-109.8pp | 102.85%-97.2pp | 148.84%-143.2pp |
| Employer contribution / active EE | $1,315 | $4,647-71.7% | $4,425-70.3% | $4,248-69.0% |
| Participant deferral / active EE | $2,989 | $8,044-62.8% | $7,759-61.5% | $6,531-54.2% |
| Admin fee / account holder | $567 | $14,755-96.2% | $13,620-95.8% | $14,480-96.1% |