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 | $71,145 | $217,427-67.3% | $185,837-61.7% | $167,518-57.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.58% | 148.39%-141.8pp | 122.08%-115.5pp | 478.71%-472.1pp |
| Employer contribution / active EE | $1,840 | $5,874-68.7% | $5,168-64.4% | $4,838-62.0% |
| Participant deferral / active EE | $7,409 | $6,357+16.6% | $5,568+33.1% | $6,342+16.8% |
| Admin fee / account holder | $1,113 | $19,816-94.4% | $16,241-93.1% | $12,312-91.0% |