Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,678 | $125,190-81.9% | $105,624-78.5% | $145,897-84.5% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 3.98% | 225.22%-221.2pp | 116.20%-112.2pp | 552.29%-548.3pp |
| Employer contribution / active EE | $1,801 | $3,720-51.6% | $3,168-43.1% | $4,663-61.4% |
| Participant deferral / active EE | $1,841 | $5,716-67.8% | $5,013-63.3% | $6,689-72.5% |
| Admin fee / account holder | $6,002 | $17,138-65.0% | $10,961-45.2% | $13,390-55.2% |