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 | $166,268-23.8% | $165,100-23.2% | $145,897-13.1% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 7.03% | 100.52%-93.5pp | 70.21%-63.2pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,132 | $5,284-78.6% | $4,348-74.0% | $4,663-75.7% |
| Participant deferral / active EE | $7,250 | $6,964+4.1% | $6,035+20.1% | $6,689+8.4% |
| Admin fee / account holder | $11,312 | $16,659-32.1% | $12,696-10.9% | $13,390-15.5% |