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 | $227,291-69.5% | $214,702-67.7% | $155,188-55.3% |
| Participation rate | 71.4% | 88.0%-16.5pp | 87.5%-16.0pp | 80.8%-9.4pp |
| Annual return | 8.77% | 60.08%-51.3pp | 54.55%-45.8pp | 148.84%-140.1pp |
| Employer contribution / active EE | $2,732 | $6,772-59.7% | $6,461-57.7% | $4,248-35.7% |
| Participant deferral / active EE | $7,274 | $9,582-24.1% | $9,147-20.5% | $6,531+11.4% |
| Admin fee / account holder | $4,135 | $20,413-79.7% | $19,830-79.1% | $14,480-71.4% |