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 | $120,892 | $162,136-25.4% | $152,301-20.6% | $154,746-21.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.27% | 91.02%-82.8pp | 80.50%-72.2pp | 172.34%-164.1pp |
| Employer contribution / active EE | $1,645 | $4,890-66.4% | $4,624-64.4% | $4,379-62.4% |
| Participant deferral / active EE | $4,522 | $8,341-45.8% | $8,004-43.5% | $6,730-32.8% |
| Admin fee / account holder | $2,500 | $15,759-84.1% | $14,398-82.6% | $14,365-82.6% |