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 | $122,169 | $160,028-23.7% | $147,080-16.9% | $145,884-16.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.96% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,326 | $8,422-24.9% | $8,066-21.6% | $6,690-5.4% |
| Admin fee / account holder | $28,786 | $15,030+91.5% | $12,989+121.6% | $13,392+114.9% |