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 | $113,174 | $165,399-31.6% | $149,745-24.4% | $158,982-28.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 7.02% | 348.34%-341.3pp | 276.72%-269.7pp | 302.99%-296.0pp |
| Employer contribution / active EE | $3,830 | $5,105-25.0% | $4,646-17.6% | $4,763-19.6% |
| Participant deferral / active EE | $9,176 | $7,183+27.8% | $6,843+34.1% | $5,983+53.4% |
| Admin fee / account holder | $53,682 | $10,811+396.5% | $9,312+476.5% | $11,252+377.1% |