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 | $85,709 | $132,634-35.4% | $115,768-26.0% | $137,256-37.6% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.4%+20.6pp | 80.0%+15.0pp |
| Annual return | 6.30% | 160.70%-154.4pp | 100.46%-94.2pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,175 | $3,360-65.0% | $2,940-60.0% | $4,156-71.7% |
| Participant deferral / active EE | $1,903 | $5,619-66.1% | $4,917-61.3% | $6,407-70.3% |
| Admin fee / account holder | $22,268 | $15,028+48.2% | $12,439+79.0% | $12,270+81.5% |