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 | $72,960 | $162,136-55.0% | $152,301-52.1% | $154,746-52.9% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 6.00% | 91.02%-85.0pp | 80.50%-74.5pp | 172.34%-166.3pp |
| Employer contribution / active EE | $1,712 | $4,890-65.0% | $4,624-63.0% | $4,379-60.9% |
| Participant deferral / active EE | $5,526 | $8,341-33.7% | $8,004-31.0% | $6,730-17.9% |
| Admin fee / account holder | $10,118 | $15,759-35.8% | $14,398-29.7% | $14,365-29.6% |