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 | $71,761 | $123,793-42.0% | $177,840-59.6% | $79,852-10.1% |
| Participation rate | 84.6% | 84.7%0pp | 87.7%-3.1pp | 69.6%+15.0pp |
| Annual return | 8.07% | 22.82%-14.7pp | 48.32%-40.3pp | 31.72%-23.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,649 | $5,956-22.0% | $7,714-39.7% | $3,740+24.3% |
| Admin fee / account holder | $10,566 | $7,243+45.9% | $12,431-15.0% | $5,306+99.1% |