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 | $62,689 | $217,427-71.2% | $185,837-66.3% | $167,518-62.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.79% | 148.39%-139.6pp | 122.08%-113.3pp | 478.71%-469.9pp |
| Employer contribution / active EE | $3,754 | $5,874-36.1% | $5,168-27.4% | $4,838-22.4% |
| Participant deferral / active EE | $3,755 | $6,357-40.9% | $5,568-32.6% | $6,342-40.8% |
| Admin fee / account holder | $724 | $19,816-96.3% | $16,241-95.5% | $12,312-94.1% |