Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $98,045 | $98,776-0.7% | $149,745-34.5% | $79,856+22.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 7.71% | 27.38%-19.7pp | 276.72%-269.0pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,126 | $3,217-65.0% | $4,646-75.8% | $2,471-54.4% |
| Participant deferral / active EE | $4,142 | $5,681-27.1% | $6,843-39.5% | $3,741+10.7% |
| Admin fee / account holder | $5,852 | $6,053-3.3% | $9,312-37.2% | $5,306+10.3% |