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 | $137,883 | $183,592-24.9% | $155,574-11.4% | $145,877-5.5% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 7.75% | 61.37%-53.6pp | 64.87%-57.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $5,223 | $5,317-1.8% | $4,676+11.7% | $4,663+12.0% |
| Participant deferral / active EE | $8,012 | $6,466+23.9% | $5,629+42.3% | $6,691+19.7% |
| Admin fee / account holder | $1,998 | $19,316-89.7% | $15,914-87.4% | $13,402-85.1% |