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 | $64,870 | $124,351-47.8% | $109,188-40.6% | $167,553-61.3% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 2.34% | 26.04%-23.7pp | 25.76%-23.4pp | 478.89%-476.6pp |
| Employer contribution / active EE | $5,683 | $4,210+35.0% | $3,723+52.6% | $4,840+17.4% |
| Participant deferral / active EE | $8,840 | $5,257+68.2% | $4,654+89.9% | $6,343+39.4% |
| Admin fee / account holder | $80,884 | $7,975+914.2% | $6,755+1097.3% | $12,316+556.7% |