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 | $108,992 | $135,956-19.8% | $123,894-12.0% | $273,972-60.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 1.98% | 56.63%-54.6pp | 47.52%-45.5pp | 41.46%-39.5pp |
| Employer contribution / active EE | $2,249 | $5,170-56.5% | $4,617-51.3% | $4,869-53.8% |
| Participant deferral / active EE | $7,362 | $6,343+16.1% | $5,984+23.0% | $5,287+39.2% |
| Admin fee / account holder | $21,703 | $9,817+121.1% | $8,357+159.7% | $10,133+114.2% |