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 | $35,127 | $201,370-82.6% | $184,256-80.9% | $145,897-75.9% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 4.35% | 29.05%-24.7pp | 28.85%-24.5pp | 552.29%-547.9pp |
| Employer contribution / active EE | $3,084 | $7,024-56.1% | $6,427-52.0% | $4,663-33.9% |
| Participant deferral / active EE | $3,517 | $9,808-64.1% | $9,133-61.5% | $6,689-47.4% |
| Admin fee / account holder | $1,716 | $16,364-89.5% | $13,899-87.7% | $13,390-87.2% |