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 | $41,179 | $183,592-77.6% | $155,567-73.5% | $145,959-71.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.88% | 61.24%-57.4pp | 64.74%-60.9pp | 561.95%-558.1pp |
| Employer contribution / active EE | $2,533 | $5,315-52.3% | $4,674-45.8% | $4,661-45.6% |
| Participant deferral / active EE | $8,466 | $6,464+31.0% | $5,628+50.4% | $6,689+26.6% |
| Admin fee / account holder | $1,611 | $19,318-91.7% | $15,916-89.9% | $13,398-88.0% |