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 | $82,549 | $197,637-58.2% | $177,848-53.6% | $158,982-48.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 4.78% | 58.77%-54.0pp | 48.33%-43.5pp | 302.99%-298.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,809 | $8,405+16.7% | $7,714+27.2% | $5,983+63.9% |
| Admin fee / account holder | $1,092 | $15,406-92.9% | $12,431-91.2% | $11,252-90.3% |