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 | $44,695 | $183,516-75.6% | $155,534-71.3% | $145,884-69.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.48% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,901 | $5,315-45.4% | $4,675-38.0% | $4,662-37.8% |
| Participant deferral / active EE | $2,485 | $6,467-61.6% | $5,630-55.9% | $6,690-62.9% |
| Admin fee / account holder | $380 | $19,293-98.0% | $15,900-97.6% | $13,392-97.2% |