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 | $95,240 | $183,516-48.1% | $155,534-38.8% | $145,884-34.7% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 7.83% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $8,623 | $5,315+62.3% | $4,675+84.5% | $4,662+85.0% |
| Participant deferral / active EE | $3,776 | $6,467-41.6% | $5,630-32.9% | $6,690-43.5% |
| Admin fee / account holder | $2,432 | $19,293-87.4% | $15,900-84.7% | $13,392-81.8% |