Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,143 | $209,422-78.4% | $178,503-74.7% | $158,982-71.6% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 1.12% | 188.81%-187.7pp | 151.12%-150.0pp | 302.99%-301.9pp |
| Employer contribution / active EE | $2,600 | $5,707-54.4% | $5,011-48.1% | $4,763-45.4% |
| Participant deferral / active EE | $7,448 | $5,955+25.1% | $5,202+43.2% | $5,983+24.5% |
| Admin fee / account holder | $2,142 | $17,079-87.5% | $13,987-84.7% | $11,252-81.0% |