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 | $58,603 | $88,702-33.9% | $81,780-28.3% | $145,978-59.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 7.76% | 1029.12%-1021.4pp | 776.27%-768.5pp | 550.52%-542.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,317 | $8,414-84.4% | $7,384-82.2% | $13,400-90.2% |