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 | $79,849 | $155,555-48.7% | $146,866-45.6% | $155,188-48.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 2.40% | 115.41%-113.0pp | 102.85%-100.5pp | 148.84%-146.4pp |
| Employer contribution / active EE | $1,978 | $4,647-57.4% | $4,425-55.3% | $4,248-53.4% |
| Participant deferral / active EE | $15,985 | $8,044+98.7% | $7,759+106.0% | $6,531+144.7% |
| Admin fee / account holder | $55,376 | $14,755+275.3% | $13,620+306.6% | $14,480+282.4% |