Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $80,839 | $154,228-47.6% | $145,433-44.4% | $137,256-41.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.73% | 74.59%-63.9pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $6,781 | $4,804+41.1% | $4,554+48.9% | $4,156+63.1% |
| Participant deferral / active EE | $13,467 | $8,216+63.9% | $7,897+70.5% | $6,407+110.2% |
| Admin fee / account holder | $29,437 | $14,344+105.2% | $13,129+124.2% | $12,270+139.9% |