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 | $86,062 | $160,040-46.2% | $147,096-41.5% | $145,877-41.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.49% | 98.49%-89.0pp | 419.75%-410.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,367 | $5,289-74.2% | $4,936-72.3% | $4,663-70.7% |
| Participant deferral / active EE | $4,314 | $8,429-48.8% | $8,071-46.5% | $6,691-35.5% |
| Admin fee / account holder | $1,088 | $15,050-92.8% | $13,005-91.6% | $13,402-91.9% |