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 | $126,747 | $166,131-23.7% | $164,975-23.2% | $145,877-13.1% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 7.03% | 100.37%-93.3pp | 70.12%-63.1pp | 551.28%-544.3pp |
| Employer contribution / active EE | $1,132 | $5,276-78.5% | $4,343-73.9% | $4,663-75.7% |
| Participant deferral / active EE | $7,250 | $6,962+4.1% | $6,033+20.2% | $6,691+8.4% |
| Admin fee / account holder | $11,312 | $16,648-32.1% | $12,688-10.8% | $13,402-15.6% |