Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $92,370 | $202,342-54.3% | $172,752-46.5% | $152,897-39.6% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 9.68% | 1029.83%-1020.1pp | 802.97%-793.3pp | 345.43%-335.7pp |
| Employer contribution / active EE | $4,774 | $5,858-18.5% | $5,144-7.2% | $4,764+0.2% |
| Participant deferral / active EE | $3,959 | $5,948-33.4% | $5,198-23.8% | $5,851-32.3% |
| Admin fee / account holder | $773 | $17,111-95.5% | $13,955-94.5% | $11,599-93.3% |