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 | $65,711 | $227,633-71.1% | $189,597-65.3% | $167,553-60.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.20% | 78.45%-72.3pp | 64.20%-58.0pp | 478.89%-472.7pp |
| Employer contribution / active EE | $871 | $5,317-83.6% | $4,412-80.3% | $4,840-82.0% |
| Participant deferral / active EE | $8,212 | $7,003+17.3% | $6,174+33.0% | $6,343+29.5% |
| Admin fee / account holder | $545 | $11,879-95.4% | $9,807-94.4% | $12,316-95.6% |