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 | $32,745 | $183,539-82.2% | $155,556-78.9% | $145,897-77.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 7.28% | 61.31%-54.0pp | 64.84%-57.6pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,461 | $5,315-72.5% | $4,675-68.8% | $4,663-68.7% |
| Participant deferral / active EE | $2,994 | $6,467-53.7% | $5,631-46.8% | $6,689-55.2% |
| Admin fee / account holder | $20,167 | $19,275+4.6% | $15,885+27.0% | $13,390+50.6% |