Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,716 | $209,422-65.3% | $178,503-59.3% | $158,982-54.3% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 4.37% | 188.81%-184.4pp | 151.12%-146.7pp | 302.99%-298.6pp |
| Employer contribution / active EE | $6,519 | $5,707+14.2% | $5,011+30.1% | $4,763+36.9% |
| Participant deferral / active EE | $4,064 | $5,955-31.7% | $5,202-21.9% | $5,983-32.1% |
| Admin fee / account holder | $848 | $17,079-95.0% | $13,987-93.9% | $11,252-92.5% |