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 | $185,312-78.4% | $161,489-75.2% | $154,746-74.1% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 10.00% | 103.84%-93.8pp | 89.72%-79.7pp | 172.34%-162.3pp |
| Employer contribution / active EE | $8,294 | $4,769+73.9% | $4,268+94.3% | $4,379+89.4% |
| Participant deferral / active EE | $5,301 | $6,350-16.5% | $5,630-5.8% | $6,730-21.2% |
| Admin fee / account holder | $14,429 | $18,654-22.7% | $16,006-9.9% | $14,365+0.4% |