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 | $85,170 | $132,634-35.8% | $115,768-26.4% | $137,256-37.9% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.4%-1.1pp | 80.0%-6.6pp |
| Annual return | 8.66% | 160.70%-152.0pp | 100.46%-91.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,901 | $3,360-13.7% | $2,940-1.3% | $4,156-30.2% |
| Participant deferral / active EE | $8,899 | $5,619+58.4% | $4,917+81.0% | $6,407+38.9% |
| Admin fee / account holder | $99,833 | $15,028+564.3% | $12,439+702.6% | $12,270+713.6% |