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 | $88,393 | $154,228-42.7% | $145,433-39.2% | $137,256-35.6% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 11.98% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,245 | $4,804-53.3% | $4,554-50.7% | $4,156-46.0% |
| Participant deferral / active EE | $4,437 | $8,216-46.0% | $7,897-43.8% | $6,407-30.7% |
| Admin fee / account holder | $46,445 | $14,344+223.8% | $13,129+253.8% | $12,270+278.5% |