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 | $72,671 | $157,276-53.8% | $141,177-48.5% | $152,885-52.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 13.66% | 64.33%-50.7pp | 71.40%-57.7pp | 345.39%-331.7pp |
| Employer contribution / active EE | $3,742 | $5,262-28.9% | $4,736-21.0% | $4,763-21.4% |
| Participant deferral / active EE | $7,343 | $7,110+3.3% | $6,710+9.4% | $5,851+25.5% |
| Admin fee / account holder | $64,463 | $12,123+431.7% | $10,263+528.1% | $11,598+455.8% |