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 | $54,433 | $162,136-66.4% | $152,301-64.3% | $154,746-64.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 11.09% | 91.02%-79.9pp | 80.50%-69.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,264 | $4,890-53.7% | $4,624-51.0% | $4,379-48.3% |
| Participant deferral / active EE | $9,672 | $8,341+16.0% | $8,004+20.8% | $6,730+43.7% |
| Admin fee / account holder | $7,150 | $15,759-54.6% | $14,398-50.3% | $14,365-50.2% |