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 | $82,658 | $156,963-47.3% | $121,204-31.8% | $139,466-40.7% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 6.49% | 1476.75%-1470.3pp | 987.18%-980.7pp | 373.66%-367.2pp |
| Employer contribution / active EE | $4,591 | $5,544-17.2% | $4,170+10.1% | $4,754-3.4% |
| Participant deferral / active EE | $12,403 | $4,848+155.8% | $4,083+203.8% | $6,712+84.8% |
| Admin fee / account holder | $366 | $6,953-94.7% | $5,651-93.5% | $11,409-96.8% |