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 | $41,586 | $202,345-79.4% | $172,755-75.9% | $152,885-72.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.13% | 1029.77%-1021.6pp | 802.94%-794.8pp | 345.39%-337.3pp |
| Employer contribution / active EE | $1,605 | $5,858-72.6% | $5,144-68.8% | $4,763-66.3% |
| Participant deferral / active EE | $5,429 | $5,948-8.7% | $5,198+4.4% | $5,851-7.2% |
| Admin fee / account holder | $1,833 | $17,111-89.3% | $13,955-86.9% | $11,598-84.2% |