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 | $57,950 | $165,361-65.0% | $149,715-61.3% | $158,950-63.5% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 7.36% | 348.24%-340.9pp | 276.66%-269.3pp | 302.91%-295.5pp |
| Employer contribution / active EE | $3,157 | $5,103-38.1% | $4,645-32.0% | $4,762-33.7% |
| Participant deferral / active EE | $6,631 | $7,182-7.7% | $6,842-3.1% | $5,983+10.8% |
| Admin fee / account holder | $4,197 | $10,808-61.2% | $9,310-54.9% | $11,248-62.7% |