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 | $142,053 | $183,592-22.6% | $155,567-8.7% | $145,959-2.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 5.72% | 61.24%-55.5pp | 64.74%-59.0pp | 561.95%-556.2pp |
| Employer contribution / active EE | $7,470 | $5,315+40.6% | $4,674+59.8% | $4,661+60.3% |
| Participant deferral / active EE | $5,111 | $6,464-20.9% | $5,628-9.2% | $6,689-23.6% |
| Admin fee / account holder | $3,053 | $19,318-84.2% | $15,916-80.8% | $13,398-77.2% |