Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $55,907 | $72,071-22.4% | $68,368-18.2% | $137,256-59.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 10.80% | 353.14%-342.3pp | 292.57%-281.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,589 | $2,788-7.1% | $2,649-2.3% | $4,156-37.7% |
| Participant deferral / active EE | $5,334 | $4,410+20.9% | $4,123+29.4% | $6,407-16.8% |
| Admin fee / account holder | $741 | $5,336-86.1% | $5,150-85.6% | $12,270-94.0% |