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 | $135,325 | $162,529-16.7% | $130,788+3.5% | $154,746-12.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 7.27% | 510.48%-503.2pp | 386.44%-379.2pp | 172.34%-165.1pp |
| Employer contribution / active EE | $1,157 | $4,447-74.0% | $3,558-67.5% | $4,379-73.6% |
| Participant deferral / active EE | $1,417 | $4,808-70.5% | $4,137-65.7% | $6,730-78.9% |
| Admin fee / account holder | $3,911 | $7,669-49.0% | $6,673-41.4% | $14,365-72.8% |