Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $56,404 | $160,040-64.8% | $147,096-61.7% | $145,877-61.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.78% | 98.49%-90.7pp | 419.75%-412.0pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,814 | $5,289-46.8% | $4,936-43.0% | $4,663-39.7% |
| Participant deferral / active EE | $6,627 | $8,429-21.4% | $8,071-17.9% | $6,691-1.0% |
| Admin fee / account holder | $12,279 | $15,050-18.4% | $13,005-5.6% | $13,402-8.4% |