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 | $103,873 | $217,432-52.2% | $185,851-44.1% | $167,553-38.0% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 3.77% | 148.43%-144.7pp | 122.11%-118.3pp | 478.89%-475.1pp |
| Employer contribution / active EE | $1,991 | $5,874-66.1% | $5,168-61.5% | $4,840-58.9% |
| Participant deferral / active EE | $3,769 | $6,357-40.7% | $5,569-32.3% | $6,343-40.6% |
| Admin fee / account holder | $15,909 | $19,820-19.7% | $16,245-2.1% | $12,316+29.2% |