Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,537 | $156,398-80.5% | $147,318-79.3% | $138,895-78.0% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 9.56% | 78.75%-69.2pp | 70.43%-60.9pp | 145.39%-135.8pp |
| Employer contribution / active EE | $1,723 | $4,853-64.5% | $4,593-62.5% | $4,194-58.9% |
| Participant deferral / active EE | $3,076 | $8,237-62.7% | $7,906-61.1% | $6,396-51.9% |
| Admin fee / account holder | $1,584 | $14,976-89.4% | $13,708-88.4% | $12,562-87.4% |