Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,014 | $172,111-76.8% | $150,298-73.4% | $137,256-70.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 10.00% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $8,294 | $4,636+78.9% | $4,154+99.7% | $4,156+99.6% |
| Participant deferral / active EE | $5,301 | $6,166-14.0% | $5,453-2.8% | $6,407-17.3% |
| Admin fee / account holder | $14,429 | $16,471-12.4% | $14,116+2.2% | $12,270+17.6% |