Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $91,913 | $209,422-56.1% | $178,503-48.5% | $158,982-42.2% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 5.14% | 188.81%-183.7pp | 151.12%-146.0pp | 302.99%-297.8pp |
| Employer contribution / active EE | $2,718 | $5,707-52.4% | $5,011-45.8% | $4,763-42.9% |
| Participant deferral / active EE | $3,502 | $5,955-41.2% | $5,202-32.7% | $5,983-41.5% |
| Admin fee / account holder | $15,659 | $17,079-8.3% | $13,987+12.0% | $11,252+39.2% |