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 | $91,993 | $156,398-41.2% | $147,318-37.6% | $138,895-33.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 11.62% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $1,009 | $4,853-79.2% | $4,593-78.0% | $4,194-76.0% |
| Participant deferral / active EE | $17,454 | $8,237+111.9% | $7,906+120.8% | $6,396+172.9% |
| Admin fee / account holder | $2,474 | $14,976-83.5% | $13,708-81.9% | $12,562-80.3% |