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 | $59,961 | $148,623-59.7% | $135,974-55.9% | $139,466-57.0% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 5.68% | 79.30%-73.6pp | 68.30%-62.6pp | 373.66%-368.0pp |
| Employer contribution / active EE | $6,189 | $5,246+18.0% | $4,859+27.4% | $4,754+30.2% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,560 | $12,406-63.2% | $10,767-57.6% | $11,409-60.0% |