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 | $62,607 | $154,228-59.4% | $145,433-57.0% | $137,256-54.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.33% | 74.59%-66.3pp | 66.58%-58.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $2,389 | $4,804-50.3% | $4,554-47.6% | $4,156-42.5% |
| Participant deferral / active EE | $5,229 | $8,216-36.4% | $7,897-33.8% | $6,407-18.4% |
| Admin fee / account holder | $1,031 | $14,344-92.8% | $13,129-92.1% | $12,270-91.6% |