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 | $87,437 | $178,174-50.9% | $156,181-44.0% | $137,256-36.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 4.67% | 84.19%-79.5pp | 64.87%-60.2pp | 220.34%-215.7pp |
| Employer contribution / active EE | $3,644 | $4,972-26.7% | $4,294-15.1% | $4,156-12.3% |
| Participant deferral / active EE | $7,168 | $6,888+4.1% | $6,132+16.9% | $6,407+11.9% |
| Admin fee / account holder | $197,030 | $17,404+1032.1% | $14,586+1250.8% | $12,270+1505.8% |