Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $83,426 | $185,905-55.1% | $170,057-50.9% | $139,487-40.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 6.52% | 60.56%-54.0pp | 53.42%-46.9pp | 373.84%-367.3pp |
| Employer contribution / active EE | $1,686 | $7,597-77.8% | $6,790-75.2% | $4,755-64.5% |
| Participant deferral / active EE | $3,618 | $11,627-68.9% | $10,411-65.2% | $6,713-46.1% |
| Admin fee / account holder | $66,626 | $15,397+332.7% | $12,826+419.5% | $11,407+484.1% |