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 | $57,190 | $174,379-67.2% | $152,093-62.4% | $138,895-58.8% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 7.18% | 74.86%-67.7pp | 66.36%-59.2pp | 145.39%-138.2pp |
| Employer contribution / active EE | $6,084 | $4,652+30.8% | $4,175+45.7% | $4,194+45.1% |
| Participant deferral / active EE | $5,828 | $6,159-5.4% | $5,451+6.9% | $6,396-8.9% |
| Admin fee / account holder | $9,933 | $16,880-41.2% | $14,497-31.5% | $12,562-20.9% |