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 | $67,519 | $183,592-63.2% | $155,574-56.6% | $145,877-53.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.56% | 61.37%-56.8pp | 64.87%-60.3pp | 551.28%-546.7pp |
| Employer contribution / active EE | $2,089 | $5,317-60.7% | $4,676-55.3% | $4,663-55.2% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,417 | $19,316-87.5% | $15,914-84.8% | $13,402-82.0% |