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 | $75,374 | $201,370-62.6% | $184,256-59.1% | $145,897-48.3% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 7.34% | 29.05%-21.7pp | 28.85%-21.5pp | 552.29%-544.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,275 | $9,808-25.8% | $9,133-20.3% | $6,689+8.8% |
| Admin fee / account holder | $2,213 | $16,364-86.5% | $13,899-84.1% | $13,390-83.5% |