Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $130,636 | $209,336-37.6% | $197,124-33.7% | $137,256-4.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.47% | 48.09%-36.6pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $9,687 | $6,591+47.0% | $6,227+55.5% | $4,156+133.1% |
| Participant deferral / active EE | $20,137 | $9,614+109.4% | $9,135+120.4% | $6,407+214.3% |
| Admin fee / account holder | $68,212 | $17,308+294.1% | $16,298+318.5% | $12,270+455.9% |