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 | $123,912 | $135,956-8.9% | $123,8940% | $273,972-54.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 1.28% | 56.63%-55.3pp | 47.52%-46.2pp | 41.46%-40.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,158 | $6,343+28.6% | $5,984+36.3% | $5,287+54.3% |
| Admin fee / account holder | $640 | $9,817-93.5% | $8,357-92.3% | $10,133-93.7% |