Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,896 | $183,539-69.5% | $155,556-64.1% | $145,897-61.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 7.13% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.2pp |
| Employer contribution / active EE | $3,066 | $5,315-42.3% | $4,675-34.4% | $4,663-34.2% |
| Participant deferral / active EE | $7,937 | $6,467+22.7% | $5,631+41.0% | $6,689+18.7% |
| Admin fee / account holder | $2,415 | $19,275-87.5% | $15,885-84.8% | $13,390-82.0% |