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 | $96,799 | $198,462-51.2% | $170,439-43.2% | $147,585-34.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 3.15% | 257.30%-254.2pp | 205.94%-202.8pp | 578.58%-575.4pp |
| Employer contribution / active EE | $2,027 | $6,184-67.2% | $5,433-62.7% | $4,876-58.4% |
| Participant deferral / active EE | $3,970 | $5,629-29.5% | $4,939-19.6% | $5,439-27.0% |
| Admin fee / account holder | $7,751 | $16,852-54.0% | $13,881-44.2% | $10,886-28.8% |