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 | $115,823 | $107,666+7.6% | $102,184+13.3% | $154,746-25.2% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 6.65% | 29.33%-22.7pp | 31.58%-24.9pp | 172.34%-165.7pp |
| Employer contribution / active EE | $3,900 | $3,846+1.4% | $3,594+8.5% | $4,379-10.9% |
| Participant deferral / active EE | $4,613 | $8,719-47.1% | $8,309-44.5% | $6,730-31.5% |
| Admin fee / account holder | $1,307 | $12,943-89.9% | $11,609-88.7% | $14,365-90.9% |