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 | $58,112 | $90,538-35.8% | $88,457-34.3% | $154,746-62.4% |
| Participation rate | 75.0% | 80.9%-5.9pp | 78.6%-3.6pp | 80.7%-5.7pp |
| Annual return | 3.03% | 37.97%-34.9pp | 32.69%-29.7pp | 172.34%-169.3pp |
| Employer contribution / active EE | $6,359 | $4,914+29.4% | $4,681+35.8% | $4,379+45.2% |
| Participant deferral / active EE | $12,389 | $6,073+104.0% | $5,667+118.6% | $6,730+84.1% |
| Admin fee / account holder | $297,135 | $10,337+2774.6% | $9,606+2993.3% | $14,365+1968.4% |