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 | $141,636 | $111,814+26.7% | $103,378+37.0% | $145,978-3.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 3.91% | 24.80%-20.9pp | 24.91%-21.0pp | 550.52%-546.6pp |
| Employer contribution / active EE | $1,279 | $4,215-69.7% | $3,870-66.9% | $4,662-72.6% |
| Participant deferral / active EE | $1,787 | $5,618-68.2% | $5,058-64.7% | $6,690-73.3% |
| Admin fee / account holder | $110,534 | $9,764+1032.1% | $8,401+1215.7% | $13,400+724.9% |