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 | $33,631 | $183,627-81.7% | $155,602-78.4% | $145,978-77.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.25% | 61.32%-53.1pp | 64.81%-56.6pp | 550.52%-542.3pp |
| Employer contribution / active EE | $1,583 | $5,316-70.2% | $4,675-66.1% | $4,662-66.0% |
| Participant deferral / active EE | $4,176 | $6,466-35.4% | $5,629-25.8% | $6,690-37.6% |
| Admin fee / account holder | $1,908 | $19,327-90.1% | $15,923-88.0% | $13,400-85.8% |