Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,945 | $111,535-43.6% | $105,223-40.2% | $137,256-54.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 10.76% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,127 | $3,939-46.0% | $3,689-42.3% | $4,156-48.8% |
| Participant deferral / active EE | $6,537 | $5,500+18.9% | $5,072+28.9% | $6,407+2.0% |
| Admin fee / account holder | $1,401 | $9,721-85.6% | $8,859-84.2% | $12,270-88.6% |