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 | $147,693 | $176,786-16.5% | $146,643+0.7% | $167,536-11.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.77% | 24.04%-23.3pp | 22.75%-22.0pp | 478.82%-478.0pp |
| Employer contribution / active EE | $5,283 | $5,161+2.4% | $4,137+27.7% | $4,839+9.2% |
| Participant deferral / active EE | $12,077 | $6,440+87.5% | $5,506+119.3% | $6,342+90.4% |
| Admin fee / account holder | $657 | $13,262-95.0% | $10,280-93.6% | $12,315-94.7% |