Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,519 | $117,846-46.1% | $102,434-38.0% | $145,884-56.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.21% | 31.90%-25.7pp | 29.46%-23.2pp | 551.85%-545.6pp |
| Employer contribution / active EE | $3,803 | $3,615+5.2% | $3,023+25.8% | $4,662-18.4% |
| Participant deferral / active EE | $10,913 | $5,733+90.3% | $5,055+115.9% | $6,690+63.1% |
| Admin fee / account holder | $1,504 | $13,356-88.7% | $9,462-84.1% | $13,392-88.8% |