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 | $119,498 | $125,237-4.6% | $105,608+13.2% | $145,877-18.1% |
| Participation rate | 94.4% | 77.7%+16.8pp | 75.3%+19.2pp | 80.3%+14.1pp |
| Annual return | 7.67% | 225.76%-218.1pp | 116.50%-108.8pp | 551.28%-543.6pp |
| Employer contribution / active EE | $2,449 | $3,720-34.2% | $3,167-22.7% | $4,663-47.5% |
| Participant deferral / active EE | $7,016 | $5,711+22.9% | $5,010+40.0% | $6,691+4.9% |
| Admin fee / account holder | $2,521 | $17,287-85.4% | $11,028-77.1% | $13,402-81.2% |