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 | $76,231 | $156,398-51.3% | $147,318-48.3% | $138,895-45.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 7.89% | 78.75%-70.9pp | 70.43%-62.5pp | 145.39%-137.5pp |
| Employer contribution / active EE | $2,645 | $4,853-45.5% | $4,593-42.4% | $4,194-36.9% |
| Participant deferral / active EE | $10,267 | $8,237+24.6% | $7,906+29.9% | $6,396+60.5% |
| Admin fee / account holder | $22,260 | $14,976+48.6% | $13,708+62.4% | $12,562+77.2% |