Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $71,856 | $125,797-42.9% | $170,057-57.7% | $75,177-4.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 8.83% | 27.20%-18.4pp | 53.42%-44.6pp | 160.75%-151.9pp |
| Employer contribution / active EE | $8,602 | $4,616+86.3% | $6,790+26.7% | $2,671+222.0% |
| Participant deferral / active EE | $18,101 | $6,838+164.7% | $10,411+73.9% | $4,126+338.7% |
| Admin fee / account holder | $5,517 | $8,177-32.5% | $12,826-57.0% | $5,651-2.4% |