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 | $73,460 | $124,330-40.9% | $109,173-32.7% | $167,536-56.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 5.20% | 26.04%-20.8pp | 25.75%-20.6pp | 478.82%-473.6pp |
| Employer contribution / active EE | $5,357 | $4,209+27.3% | $3,723+43.9% | $4,839+10.7% |
| Participant deferral / active EE | $9,144 | $5,256+74.0% | $4,654+96.5% | $6,342+44.2% |
| Admin fee / account holder | $27,640 | $7,974+246.6% | $6,755+309.2% | $12,315+124.4% |