Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,210 | $176,120-63.0% | $159,487-59.1% | $167,553-61.1% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 8.96% | 331.95%-323.0pp | 263.71%-254.7pp | 478.89%-469.9pp |
| Employer contribution / active EE | $2,497 | $5,299-52.9% | $4,831-48.3% | $4,840-48.4% |
| Participant deferral / active EE | $4,821 | $7,752-37.8% | $7,354-34.4% | $6,343-24.0% |
| Admin fee / account holder | $814 | $12,561-93.5% | $10,804-92.5% | $12,316-93.4% |