Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $124,925 | $183,627-32.0% | $155,602-19.7% | $145,978-14.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 4.28% | 61.32%-57.0pp | 64.81%-60.5pp | 550.52%-546.2pp |
| Employer contribution / active EE | $2,787 | $5,316-47.6% | $4,675-40.4% | $4,662-40.2% |
| Participant deferral / active EE | $10,459 | $6,466+61.8% | $5,629+85.8% | $6,690+56.3% |
| Admin fee / account holder | $41,916 | $19,327+116.9% | $15,923+163.2% | $13,400+212.8% |