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 | $61,879 | $111,535-44.5% | $105,223-41.2% | $137,256-54.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 7.08% | 237.85%-230.8pp | 180.65%-173.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $2,296 | $3,939-41.7% | $3,689-37.8% | $4,156-44.8% |
| Participant deferral / active EE | $4,863 | $5,500-11.6% | $5,072-4.1% | $6,407-24.1% |
| Admin fee / account holder | $28,843 | $9,721+196.7% | $8,859+225.6% | $12,270+135.1% |