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 | $83,048 | $211,288-60.7% | $178,540-53.5% | $145,884-43.1% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 3.90% | 30.27%-26.4pp | 27.15%-23.3pp | 551.85%-548.0pp |
| Employer contribution / active EE | $6,631 | $4,574+45.0% | $3,953+67.8% | $4,662+42.2% |
| Participant deferral / active EE | $7,326 | $6,967+5.2% | $6,281+16.6% | $6,690+9.5% |
| Admin fee / account holder | $782 | $12,105-93.5% | $10,424-92.5% | $13,392-94.2% |