Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $96,801 | $160,040-39.5% | $147,096-34.2% | $145,877-33.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.21% | 98.49%-89.3pp | 419.75%-410.5pp | 551.28%-542.1pp |
| Employer contribution / active EE | $4,965 | $5,289-6.1% | $4,936+0.6% | $4,663+6.5% |
| Participant deferral / active EE | $13,688 | $8,429+62.4% | $8,071+69.6% | $6,691+104.6% |
| Admin fee / account holder | $27,824 | $15,050+84.9% | $13,005+113.9% | $13,402+107.6% |