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 | $45,824 | $172,111-73.4% | $150,298-69.5% | $137,256-66.6% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 7.26% | 69.37%-62.1pp | 62.79%-55.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $2,642 | $4,636-43.0% | $4,154-36.4% | $4,156-36.4% |
| Participant deferral / active EE | $7,395 | $6,166+19.9% | $5,453+35.6% | $6,407+15.4% |
| Admin fee / account holder | $52,735 | $16,471+220.2% | $14,116+273.6% | $12,270+329.8% |