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 | $50,949 | $160,028-68.2% | $147,080-65.4% | $145,884-65.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 7.79% | 98.60%-90.8pp | 420.17%-412.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $2,852 | $5,286-46.0% | $4,933-42.2% | $4,662-38.8% |
| Participant deferral / active EE | $16,407 | $8,422+94.8% | $8,066+103.4% | $6,690+145.3% |
| Admin fee / account holder | $47,924 | $15,030+218.9% | $12,989+269.0% | $13,392+257.9% |