Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,591 | $165,381-59.1% | $149,730-54.9% | $158,966-57.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.56% | 348.29%-346.7pp | 276.70%-275.1pp | 302.95%-301.4pp |
| Employer contribution / active EE | $4,400 | $5,104-13.8% | $4,645-5.3% | $4,762-7.6% |
| Participant deferral / active EE | $17,298 | $7,182+140.8% | $6,843+152.8% | $5,983+189.1% |
| Admin fee / account holder | $13,261 | $10,809+22.7% | $9,310+42.4% | $11,250+17.9% |