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 | $129,568 | $110,337+17.4% | $102,383+26.6% | $145,877-11.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 8.66% | 24.83%-16.2pp | 24.94%-16.3pp | 551.28%-542.6pp |
| Employer contribution / active EE | $3,009 | $4,216-28.6% | $3,870-22.2% | $4,663-35.5% |
| Participant deferral / active EE | $8,152 | $5,621+45.0% | $5,060+61.1% | $6,691+21.8% |
| Admin fee / account holder | $37,810 | $9,750+287.8% | $8,391+350.6% | $13,402+182.1% |