Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $59,953 | $77,449-22.6% | $69,483-13.7% | $152,909-60.8% |
| Participation rate | 73.7% | 78.1%-4.4pp | 74.6%-0.9pp | 82.5%-8.8pp |
| Annual return | 4.56% | 39.09%-34.5pp | 28.99%-24.4pp | 345.46%-340.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,199 | $4,415-4.9% | $3,537+18.7% | $5,851-28.2% |
| Admin fee / account holder | $15,333 | $6,210+146.9% | $3,841+299.2% | $11,601+32.2% |