Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,549 | $171,492-64.1% | $150,734-59.2% | $198,609-69.0% |
| Participation rate | 83.3% | 81.4%+1.9pp | 78.4%+4.9pp | 82.4%+1.0pp |
| Annual return | 0.03% | 804.70%-804.7pp | 600.81%-600.8pp | 202.70%-202.7pp |
| Employer contribution / active EE | $13,735 | $5,470+151.1% | $4,918+179.3% | $5,055+171.7% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,139 | $17,628-65.2% | $14,905-58.8% | $19,030-67.7% |