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 | $67,936 | $98,240-30.8% | $82,312-17.5% | $147,586-54.0% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 8.48% | 30.85%-22.4pp | 25.88%-17.4pp | 578.59%-570.1pp |
| Employer contribution / active EE | $1,088 | $3,192-65.9% | $2,428-55.2% | $4,876-77.7% |
| Participant deferral / active EE | $1,486 | $4,383-66.1% | $3,706-59.9% | $5,439-72.7% |
| Admin fee / account holder | $75,995 | $8,563+787.5% | $5,608+1255.2% | $10,886+598.1% |