Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $117,184 | $172,111-31.9% | $150,298-22.0% | $137,256-14.6% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 5.06% | 69.37%-64.3pp | 62.79%-57.7pp | 220.34%-215.3pp |
| Employer contribution / active EE | $11,052 | $4,636+138.4% | $4,154+166.1% | $4,156+165.9% |
| Participant deferral / active EE | $6,809 | $6,166+10.4% | $5,453+24.9% | $6,407+6.3% |
| Admin fee / account holder | $203,618 | $16,471+1136.2% | $14,116+1342.5% | $12,270+1559.5% |