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 | $23,311 | $183,627-87.3% | $155,602-85.0% | $145,978-84.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.38% | 61.32%-52.9pp | 64.81%-56.4pp | 550.52%-542.1pp |
| Employer contribution / active EE | $1,895 | $5,316-64.3% | $4,675-59.5% | $4,662-59.3% |
| Participant deferral / active EE | $4,087 | $6,466-36.8% | $5,629-27.4% | $6,690-38.9% |
| Admin fee / account holder | $27,190 | $19,327+40.7% | $15,923+70.8% | $13,400+102.9% |