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 | $92,520 | $217,432-57.4% | $185,849-50.2% | $167,536-44.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.84% | 148.42%-142.6pp | 122.10%-116.3pp | 478.82%-473.0pp |
| Employer contribution / active EE | $1,680 | $5,875-71.4% | $5,169-67.5% | $4,839-65.3% |
| Participant deferral / active EE | $11,316 | $6,357+78.0% | $5,569+103.2% | $6,342+78.4% |
| Admin fee / account holder | $347 | $19,818-98.2% | $16,244-97.9% | $12,315-97.2% |