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 | $74,463 | $102,429-27.3% | $147,096-49.4% | $80,925-8.0% |
| Participation rate | 84.4% | 75.9%+8.5pp | 82.2%+2.2pp | 67.7%+16.7pp |
| Annual return | 11.27% | 135.02%-123.8pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $7,101 | $3,716+91.1% | $4,936+43.9% | $2,756+157.6% |
| Participant deferral / active EE | $8,039 | $6,649+20.9% | $8,071-0.4% | $4,299+87.0% |
| Admin fee / account holder | $5,409 | $7,957-32.0% | $13,005-58.4% | $6,940-22.1% |