Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,609 | $183,592-83.3% | $155,567-80.3% | $145,959-79.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.55% | 61.24%-52.7pp | 64.74%-56.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $3,113 | $5,315-41.4% | $4,674-33.4% | $4,661-33.2% |
| Participant deferral / active EE | $5,655 | $6,464-12.5% | $5,628+0.5% | $6,689-15.5% |
| Admin fee / account holder | $11,700 | $19,318-39.4% | $15,916-26.5% | $13,398-12.7% |