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 | $83,735 | $165,381-49.4% | $149,730-44.1% | $158,966-47.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 6.19% | 348.29%-342.1pp | 276.70%-270.5pp | 302.95%-296.8pp |
| Employer contribution / active EE | $1,597 | $5,104-68.7% | $4,645-65.6% | $4,762-66.5% |
| Participant deferral / active EE | $10,770 | $7,182+50.0% | $6,843+57.4% | $5,983+80.0% |
| Admin fee / account holder | $3,933 | $10,809-63.6% | $9,310-57.8% | $11,250-65.0% |