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 | $38,775 | $162,136-76.1% | $152,301-74.5% | $154,746-74.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.94% | 91.02%-86.1pp | 80.50%-75.6pp | 172.34%-167.4pp |
| Employer contribution / active EE | $2,663 | $4,890-45.5% | $4,624-42.4% | $4,379-39.2% |
| Participant deferral / active EE | $6,423 | $8,341-23.0% | $8,004-19.8% | $6,730-4.6% |
| Admin fee / account holder | $179,110 | $15,759+1036.5% | $14,398+1144.0% | $14,365+1146.8% |