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 | $37,567 | $157,304-76.1% | $141,197-73.4% | $152,909-75.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 13.30% | 64.34%-51.0pp | 71.41%-58.1pp | 345.46%-332.2pp |
| Employer contribution / active EE | $7,143 | $5,263+35.7% | $4,736+50.8% | $4,764+49.9% |
| Participant deferral / active EE | $3,567 | $7,111-49.8% | $6,710-46.8% | $5,851-39.0% |
| Admin fee / account holder | $14,731 | $12,126+21.5% | $10,265+43.5% | $11,601+27.0% |