Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $62,780 | $108,942-42.4% | $100,415-37.5% | $145,897-57.0% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 7.23% | 58.27%-51.0pp | 49.47%-42.2pp | 552.29%-545.1pp |
| Employer contribution / active EE | $6,270 | $4,422+41.8% | $3,943+59.0% | $4,663+34.5% |
| Participant deferral / active EE | $10,658 | $8,461+26.0% | $8,091+31.7% | $6,689+59.3% |
| Admin fee / account holder | $714 | $9,702-92.6% | $7,906-91.0% | $13,390-94.7% |