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 | $65,563 | $129,737-49.5% | $119,126-45.0% | $154,746-57.6% |
| Participation rate | 91.3% | 78.9%+12.5pp | 75.8%+15.5pp | 80.7%+10.6pp |
| Annual return | 1.19% | 379.08%-377.9pp | 282.11%-280.9pp | 172.34%-171.1pp |
| Employer contribution / active EE | $2,522 | $4,375-42.4% | $4,034-37.5% | $4,379-42.4% |
| Participant deferral / active EE | $8,524 | $5,842+45.9% | $5,318+60.3% | $6,730+26.6% |
| Admin fee / account holder | $3,016 | $11,961-74.8% | $10,693-71.8% | $14,365-79.0% |