Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $161,880 | $134,817+20.1% | $123,973+30.6% | $155,188+4.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 4.42% | 515.49%-511.1pp | 388.13%-383.7pp | 148.84%-144.4pp |
| Employer contribution / active EE | $2,811 | $4,425-36.5% | $4,126-31.9% | $4,248-33.8% |
| Participant deferral / active EE | $7,585 | $5,706+32.9% | $5,247+44.6% | $6,531+16.1% |
| Admin fee / account holder | $73,136 | $13,245+452.2% | $11,799+519.9% | $14,480+405.1% |