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 | $69,259 | $103,008-32.8% | $90,304-23.3% | $152,897-54.7% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.6pp | 82.5%-5.5pp |
| Annual return | 7.61% | 95.22%-87.6pp | 78.13%-70.5pp | 345.43%-337.8pp |
| Employer contribution / active EE | $1,139 | $3,139-63.7% | $2,855-60.1% | $4,764-76.1% |
| Participant deferral / active EE | $1,682 | $4,281-60.7% | $3,885-56.7% | $5,851-71.3% |
| Admin fee / account holder | $649 | $6,175-89.5% | $5,354-87.9% | $11,599-94.4% |