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 | $85,358 | $201,259-57.6% | $184,200-53.7% | $145,959-41.5% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 7.72% | 28.98%-21.3pp | 28.80%-21.1pp | 561.95%-554.2pp |
| Employer contribution / active EE | $5,102 | $7,018-27.3% | $6,424-20.6% | $4,661+9.5% |
| Participant deferral / active EE | $8,335 | $9,806-15.0% | $9,132-8.7% | $6,689+24.6% |
| Admin fee / account holder | $33,498 | $16,372+104.6% | $13,907+140.9% | $13,398+150.0% |