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 | $93,674 | $172,111-45.6% | $150,298-37.7% | $137,256-31.8% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 11.18% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,985 | $4,636-57.2% | $4,154-52.2% | $4,156-52.2% |
| Participant deferral / active EE | $3,989 | $6,166-35.3% | $5,453-26.8% | $6,407-37.7% |
| Admin fee / account holder | $958 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |