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 | $130,193 | $137,414-5.3% | $189,537-31.3% | $85,847+51.7% |
| Participation rate | 77.8% | 84.6%-6.8pp | 87.8%-10.0pp | 69.3%+8.5pp |
| Annual return | 11.12% | 38.14%-27.0pp | 555.34%-544.2pp | 318.61%-307.5pp |
| Employer contribution / active EE | $4,049 | $4,344-6.8% | $6,161-34.3% | $2,565+57.8% |
| Participant deferral / active EE | $3,487 | $6,260-44.3% | $8,220-57.6% | $3,952-11.8% |
| Admin fee / account holder | $1,156 | $8,630-86.6% | $12,048-90.4% | $6,261-81.5% |