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 | $59,896 | $157,304-61.9% | $141,197-57.6% | $152,909-60.8% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 13.74% | 64.34%-50.6pp | 71.41%-57.7pp | 345.46%-331.7pp |
| Employer contribution / active EE | $1,812 | $5,263-65.6% | $4,736-61.7% | $4,764-62.0% |
| Participant deferral / active EE | $3,513 | $7,111-50.6% | $6,710-47.7% | $5,851-40.0% |
| Admin fee / account holder | $859 | $12,126-92.9% | $10,265-91.6% | $11,601-92.6% |