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 | $28,121 | $225,673-87.5% | $203,872-86.2% | $155,188-81.9% |
| Participation rate | 87.5% | 80.3%+7.2pp | 77.8%+9.7pp | 80.8%+6.7pp |
| Annual return | 4.17% | 95.91%-91.7pp | 85.11%-80.9pp | 148.84%-144.7pp |
| Employer contribution / active EE | $3,614 | $4,099-11.8% | $3,757-3.8% | $4,248-14.9% |
| Participant deferral / active EE | $7,050 | $6,893+2.3% | $6,388+10.4% | $6,531+7.9% |
| Admin fee / account holder | $30,348 | $12,327+146.2% | $11,730+158.7% | $14,480+109.6% |