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 | $47,222 | $172,111-72.6% | $150,298-68.6% | $137,256-65.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 1.37% | 69.37%-68.0pp | 62.79%-61.4pp | 220.34%-219.0pp |
| Employer contribution / active EE | $6,699 | $4,636+44.5% | $4,154+61.3% | $4,156+61.2% |
| Participant deferral / active EE | $7,342 | $6,166+19.1% | $5,453+34.6% | $6,407+14.6% |
| Admin fee / account holder | $625 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |