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 | $159,860 | $223,823-28.6% | $211,142-24.3% | $154,746+3.3% |
| Participation rate | 93.3% | 87.9%+5.5pp | 87.3%+6.0pp | 80.7%+12.6pp |
| Annual return | 5.38% | 50.39%-45.0pp | 46.84%-41.5pp | 172.34%-167.0pp |
| Employer contribution / active EE | $4,030 | $6,787-40.6% | $6,442-37.4% | $4,379-8.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,063 | $19,707-54.0% | $19,076-52.5% | $14,365-36.9% |