Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $72,288 | $154,228-53.1% | $145,433-50.3% | $137,256-47.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.54% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $9,360 | $4,804+94.8% | $4,554+105.5% | $4,156+125.2% |
| Participant deferral / active EE | $34,200 | $8,216+316.2% | $7,897+333.1% | $6,407+433.8% |
| Admin fee / account holder | $34,086 | $14,344+137.6% | $13,129+159.6% | $12,270+177.8% |