Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $83,969 | $183,627-54.3% | $155,602-46.0% | $145,978-42.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.86% | 61.32%-53.5pp | 64.81%-56.9pp | 550.52%-542.7pp |
| Employer contribution / active EE | $5,809 | $5,316+9.3% | $4,675+24.3% | $4,662+24.6% |
| Participant deferral / active EE | $6,970 | $6,466+7.8% | $5,629+23.8% | $6,690+4.2% |
| Admin fee / account holder | $344 | $19,327-98.2% | $15,923-97.8% | $13,400-97.4% |