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 | $59,106 | $112,121-47.3% | $95,960-38.4% | $158,966-62.8% |
| Participation rate | 73.3% | 79.0%-5.7pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 5.90% | 171.16%-165.3pp | 91.63%-85.7pp | 302.95%-297.1pp |
| Employer contribution / active EE | $1,883 | $3,199-41.1% | $2,541-25.9% | $4,762-60.5% |
| Participant deferral / active EE | $4,107 | $4,784-14.2% | $4,167-1.4% | $5,983-31.4% |
| Admin fee / account holder | $2,177 | $10,135-78.5% | $6,797-68.0% | $11,250-80.6% |