Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,888 | $172,111-83.8% | $150,298-81.4% | $137,256-79.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 9.68% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $968 | $4,636-79.1% | $4,154-76.7% | $4,156-76.7% |
| Participant deferral / active EE | $4,188 | $6,166-32.1% | $5,453-23.2% | $6,407-34.6% |
| Admin fee / account holder | $4,961 | $16,471-69.9% | $14,116-64.9% | $12,270-59.6% |