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 | $116,469 | $114,119+2.1% | $107,187+8.7% | $138,895-16.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 3.50% | 273.21%-269.7pp | 204.55%-201.0pp | 145.39%-141.9pp |
| Employer contribution / active EE | $4,286 | $4,059+5.6% | $3,782+13.3% | $4,194+2.2% |
| Participant deferral / active EE | $7,303 | $5,538+31.9% | $5,096+43.3% | $6,396+14.2% |
| Admin fee / account holder | $7,032 | $10,024-29.8% | $9,162-23.2% | $12,562-44.0% |