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 | $63,328 | $174,379-63.7% | $152,093-58.4% | $138,895-54.4% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 4.43% | 74.86%-70.4pp | 66.36%-61.9pp | 145.39%-141.0pp |
| Employer contribution / active EE | $5,766 | $4,652+24.0% | $4,175+38.1% | $4,194+37.5% |
| Participant deferral / active EE | $8,755 | $6,159+42.1% | $5,451+60.6% | $6,396+36.9% |
| Admin fee / account holder | $18,909 | $16,880+12.0% | $14,497+30.4% | $12,562+50.5% |