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 | $58,814 | $154,228-61.9% | $145,433-59.6% | $137,256-57.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.51% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $20,202 | $4,804+320.5% | $4,554+343.6% | $4,156+386.1% |
| Participant deferral / active EE | $13,144 | $8,216+60.0% | $7,897+66.4% | $6,407+105.2% |
| Admin fee / account holder | $53,944 | $14,344+276.1% | $13,129+310.9% | $12,270+339.6% |