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 | $116,847 | $109,904+6.3% | $97,167+20.3% | $145,959-19.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 6.20% | 243.43%-237.2pp | 75.27%-69.1pp | 561.95%-555.7pp |
| Employer contribution / active EE | $2,737 | $3,084-11.3% | $2,729+0.3% | $4,661-41.3% |
| Participant deferral / active EE | $2,592 | $4,676-44.6% | $4,264-39.2% | $6,689-61.2% |
| Admin fee / account holder | $16,715 | $6,216+168.9% | $5,650+195.8% | $13,398+24.8% |