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 | $86,683 | $166,089-47.8% | $164,928-47.4% | $145,978-40.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 4.69% | 100.26%-95.6pp | 70.08%-65.4pp | 550.52%-545.8pp |
| Employer contribution / active EE | $2,840 | $5,276-46.2% | $4,343-34.6% | $4,662-39.1% |
| Participant deferral / active EE | $5,115 | $6,961-26.5% | $6,034-15.2% | $6,690-23.5% |
| Admin fee / account holder | $189,506 | $16,641+1038.8% | $12,684+1394.0% | $13,400+1314.2% |