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 | $65,729 | $209,425-68.6% | $178,499-63.2% | $158,966-58.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.46% | 188.80%-184.3pp | 151.10%-146.6pp | 302.95%-298.5pp |
| Employer contribution / active EE | $6,337 | $5,707+11.0% | $5,011+26.5% | $4,762+33.1% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.9% |
| Admin fee / account holder | $4,142 | $17,078-75.7% | $13,986-70.4% | $11,250-63.2% |