Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $82,089 | $201,372-59.2% | $184,260-55.4% | $145,884-43.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.38% | 29.04%-19.7pp | 28.84%-19.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,865 | $7,024-59.2% | $6,427-55.4% | $4,662-38.5% |
| Participant deferral / active EE | $17,588 | $9,808+79.3% | $9,133+92.6% | $6,690+162.9% |
| Admin fee / account holder | $586 | $16,362-96.4% | $13,898-95.8% | $13,392-95.6% |