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 | $64,493 | $166,268-61.2% | $165,100-60.9% | $145,897-55.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 6.72% | 100.52%-93.8pp | 70.21%-63.5pp | 552.29%-545.6pp |
| Employer contribution / active EE | $3,347 | $5,284-36.7% | $4,348-23.0% | $4,663-28.2% |
| Participant deferral / active EE | $7,987 | $6,964+14.7% | $6,035+32.3% | $6,689+19.4% |
| Admin fee / account holder | $112,785 | $16,659+577.0% | $12,696+788.4% | $13,390+742.3% |