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 | $56,358 | $201,264-72.0% | $184,185-69.4% | $145,978-61.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.13% | 29.00%-24.9pp | 28.81%-24.7pp | 550.52%-546.4pp |
| Employer contribution / active EE | $6,334 | $7,021-9.8% | $6,426-1.4% | $4,662+35.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $597 | $16,376-96.4% | $13,909-95.7% | $13,400-95.5% |