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 | $35,308 | $183,592-80.8% | $155,574-77.3% | $145,877-75.8% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 8.38% | 61.37%-53.0pp | 64.87%-56.5pp | 551.28%-542.9pp |
| Employer contribution / active EE | $2,175 | $5,317-59.1% | $4,676-53.5% | $4,663-53.3% |
| Participant deferral / active EE | $3,975 | $6,466-38.5% | $5,629-29.4% | $6,691-40.6% |
| Admin fee / account holder | $13,628 | $19,316-29.4% | $15,914-14.4% | $13,402+1.7% |