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 | $147,407 | $88,710+66.2% | $81,783+80.2% | $145,959+1.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 7.80% | 1027.26%-1019.5pp | 775.05%-767.3pp | 561.95%-554.2pp |
| Employer contribution / active EE | $751 | $3,083-75.6% | $2,913-74.2% | $4,661-83.9% |
| Participant deferral / active EE | $1,391 | $4,645-70.1% | $4,320-67.8% | $6,689-79.2% |
| Admin fee / account holder | $2,246 | $8,407-73.3% | $7,380-69.6% | $13,398-83.2% |