Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,950 | $159,978-70.7% | $147,041-68.1% | $145,978-67.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.02% | 98.36%-89.3pp | 419.21%-410.2pp | 550.52%-541.5pp |
| Employer contribution / active EE | $5,661 | $5,288+7.0% | $4,935+14.7% | $4,662+21.4% |
| Participant deferral / active EE | $9,216 | $8,429+9.3% | $8,071+14.2% | $6,690+37.8% |
| Admin fee / account holder | $13,537 | $15,053-10.1% | $13,006+4.1% | $13,400+1.0% |