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 | $76,153 | $209,422-63.6% | $178,503-57.3% | $158,982-52.1% |
| Participation rate | 94.4% | 86.4%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 3.78% | 188.81%-185.0pp | 151.12%-147.3pp | 302.99%-299.2pp |
| Employer contribution / active EE | $3,777 | $5,707-33.8% | $5,011-24.6% | $4,763-20.7% |
| Participant deferral / active EE | $2,311 | $5,955-61.2% | $5,202-55.6% | $5,983-61.4% |
| Admin fee / account holder | $70,147 | $17,079+310.7% | $13,987+401.5% | $11,252+523.4% |