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 | $98,272 | $160,040-38.6% | $147,096-33.2% | $145,877-32.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.80% | 98.49%-90.7pp | 419.75%-411.9pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,694 | $5,289-49.1% | $4,936-45.4% | $4,663-42.2% |
| Participant deferral / active EE | $5,299 | $8,429-37.1% | $8,071-34.3% | $6,691-20.8% |
| Admin fee / account holder | $13,043 | $15,050-13.3% | $13,005+0.3% | $13,402-2.7% |