Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,630 | $166,089-80.4% | $164,928-80.2% | $145,978-77.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 8.15% | 100.26%-92.1pp | 70.08%-61.9pp | 550.52%-542.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,733 | $6,961-3.3% | $6,034+11.6% | $6,690+0.7% |
| Admin fee / account holder | $2,761 | $16,641-83.4% | $12,684-78.2% | $13,400-79.4% |