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 | $87,467 | $61,125+43.1% | $94,057-7.0% | $87,4850% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.3%+15.5pp | 68.9%+20.0pp |
| Annual return | 10.78% | 35.20%-24.4pp | 480.62%-469.8pp | 26.06%-15.3pp |
| Employer contribution / active EE | $2,321 | $2,136+8.6% | $2,933-20.9% | $2,596-10.6% |
| Participant deferral / active EE | $5,165 | $3,260+58.4% | $4,709+9.7% | $4,274+20.9% |
| Admin fee / account holder | $2,504 | $5,629-55.5% | $7,244-65.4% | $7,775-67.8% |