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 | $83,193 | $183,539-54.7% | $155,556-46.5% | $145,897-43.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.97% | 61.31%-55.3pp | 64.84%-58.9pp | 552.29%-546.3pp |
| Employer contribution / active EE | $3,708 | $5,315-30.2% | $4,675-20.7% | $4,663-20.5% |
| Participant deferral / active EE | $6,095 | $6,467-5.8% | $5,631+8.2% | $6,689-8.9% |
| Admin fee / account holder | $546 | $19,275-97.2% | $15,885-96.6% | $13,390-95.9% |