Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,718 | $174,379-89.3% | $152,093-87.7% | $138,895-86.5% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 7.84% | 74.86%-67.0pp | 66.36%-58.5pp | 145.39%-137.6pp |
| Employer contribution / active EE | $2,021 | $4,652-56.6% | $4,175-51.6% | $4,194-51.8% |
| Participant deferral / active EE | $7,945 | $6,159+29.0% | $5,451+45.7% | $6,396+24.2% |
| Admin fee / account holder | $56,298 | $16,880+233.5% | $14,497+288.4% | $12,562+348.2% |