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 | $62,629 | $70,366-11.0% | $66,674-6.1% | $138,895-54.9% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.7%-3.1pp | 79.9%-9.3pp |
| Annual return | 8.02% | 386.41%-378.4pp | 321.24%-313.2pp | 145.39%-137.4pp |
| Employer contribution / active EE | $5,185 | $2,765+87.5% | $2,620+97.9% | $4,194+23.6% |
| Participant deferral / active EE | $3,695 | $4,374-15.5% | $4,084-9.5% | $6,396-42.2% |
| Admin fee / account holder | $103,997 | $5,262+1876.2% | $5,098+1939.9% | $12,562+727.9% |