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 | $70,428 | $78,707-10.5% | $117,861-40.2% | $70,126+0.4% |
| Participation rate | 95.0% | 73.2%+21.8pp | 79.7%+15.3pp | 69.5%+25.5pp |
| Annual return | 12.11% | 23.30%-11.2pp | 335.11%-323.0pp | 73.15%-61.0pp |
| Employer contribution / active EE | $8,680 | $2,223+290.4% | $3,786+129.2% | $2,343+270.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,748 | $5,066-26.0% | $8,021-53.3% | $4,645-19.3% |