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 | $70,052 | $157,276-55.5% | $141,177-50.4% | $152,885-54.2% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.3pp | 82.5%-10.2pp |
| Annual return | 14.57% | 64.33%-49.8pp | 71.40%-56.8pp | 345.39%-330.8pp |
| Employer contribution / active EE | $2,972 | $5,262-43.5% | $4,736-37.2% | $4,763-37.6% |
| Participant deferral / active EE | $5,522 | $7,110-22.3% | $6,710-17.7% | $5,851-5.6% |
| Admin fee / account holder | $6,246 | $12,123-48.5% | $10,263-39.1% | $11,598-46.1% |