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 | $140,931 | $183,516-23.2% | $155,534-9.4% | $145,884-3.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 7.01% | 61.43%-54.4pp | 64.92%-57.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $3,355 | $5,315-36.9% | $4,675-28.2% | $4,662-28.0% |
| Participant deferral / active EE | $7,511 | $6,467+16.2% | $5,630+33.4% | $6,690+12.3% |
| Admin fee / account holder | $1,640 | $19,293-91.5% | $15,900-89.7% | $13,392-87.8% |