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 | $95,432 | $154,228-38.1% | $145,433-34.4% | $137,256-30.5% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 8.45% | 74.59%-66.1pp | 66.58%-58.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $8,441 | $4,804+75.7% | $4,554+85.3% | $4,156+103.1% |
| Participant deferral / active EE | $9,384 | $8,216+14.2% | $7,897+18.8% | $6,407+46.5% |
| Admin fee / account holder | $32,387 | $14,344+125.8% | $13,129+146.7% | $12,270+164.0% |