Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,480 | $183,516-88.8% | $155,534-86.8% | $145,884-86.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 5.79% | 61.43%-55.6pp | 64.92%-59.1pp | 551.85%-546.1pp |
| Employer contribution / active EE | $1,464 | $5,315-72.5% | $4,675-68.7% | $4,662-68.6% |
| Participant deferral / active EE | $3,245 | $6,467-49.8% | $5,630-42.4% | $6,690-51.5% |
| Admin fee / account holder | $9,855 | $19,293-48.9% | $15,900-38.0% | $13,392-26.4% |