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 | $65,739 | $112,112-41.4% | $95,956-31.5% | $158,950-58.6% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 4.86% | 171.15%-166.3pp | 91.63%-86.8pp | 302.91%-298.0pp |
| Employer contribution / active EE | $1,746 | $3,199-45.4% | $2,541-31.3% | $4,762-63.3% |
| Participant deferral / active EE | $4,010 | $4,784-16.2% | $4,167-3.8% | $5,983-33.0% |
| Admin fee / account holder | $10,329 | $10,134+1.9% | $6,797+52.0% | $11,248-8.2% |