Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $90,033 | $211,224-57.4% | $178,505-49.6% | $145,897-38.3% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 6.24% | 30.28%-24.0pp | 27.16%-20.9pp | 552.29%-546.1pp |
| Employer contribution / active EE | $2,840 | $4,577-37.9% | $3,955-28.2% | $4,663-39.1% |
| Participant deferral / active EE | $5,826 | $6,966-16.4% | $6,280-7.2% | $6,689-12.9% |
| Admin fee / account holder | $2,475 | $12,109-79.6% | $10,428-76.3% | $13,390-81.5% |