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 | $60,933 | $54,763+11.3% | $90,324-32.5% | $72,976-16.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 7.57% | 30.63%-23.1pp | 78.15%-70.6pp | 81.02%-73.4pp |
| Employer contribution / active EE | $5,681 | $2,093+171.4% | $2,856+98.9% | $2,440+132.8% |
| Participant deferral / active EE | $4,559 | $2,887+57.9% | $3,885+17.3% | $3,608+26.4% |
| Admin fee / account holder | $1,084 | $3,973-72.7% | $5,356-79.8% | $5,124-78.9% |