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 | $64,174 | $156,398-59.0% | $147,318-56.4% | $138,895-53.8% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-2.9pp | 79.9%-0.8pp |
| Annual return | 9.18% | 78.75%-69.6pp | 70.43%-61.3pp | 145.39%-136.2pp |
| Employer contribution / active EE | $8,007 | $4,853+65.0% | $4,593+74.3% | $4,194+90.9% |
| Participant deferral / active EE | $9,047 | $8,237+9.8% | $7,906+14.4% | $6,396+41.4% |
| Admin fee / account holder | $65,065 | $14,976+334.5% | $13,708+374.7% | $12,562+417.9% |