Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,271 | $160,040-78.0% | $147,096-76.0% | $145,877-75.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 9.11% | 98.49%-89.4pp | 419.75%-410.6pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,384 | $5,289-54.9% | $4,936-51.7% | $4,663-48.9% |
| Participant deferral / active EE | $7,284 | $8,429-13.6% | $8,071-9.8% | $6,691+8.9% |
| Admin fee / account holder | $15,077 | $15,050+0.2% | $13,005+15.9% | $13,402+12.5% |