Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,315 | $212,386-67.4% | $199,883-65.3% | $138,895-50.1% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | 8.77% | 47.75%-39.0pp | 43.81%-35.0pp | 145.39%-136.6pp |
| Employer contribution / active EE | $2,732 | $6,625-58.8% | $6,261-56.4% | $4,194-34.9% |
| Participant deferral / active EE | $7,274 | $9,617-24.4% | $9,138-20.4% | $6,396+13.7% |
| Admin fee / account holder | $4,135 | $18,233-77.3% | $17,268-76.1% | $12,562-67.1% |