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 | $50,378 | $156,398-67.8% | $147,318-65.8% | $138,895-63.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.13% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $7,291 | $4,853+50.2% | $4,593+58.8% | $4,194+73.8% |
| Participant deferral / active EE | $11,035 | $8,237+34.0% | $7,906+39.6% | $6,396+72.5% |
| Admin fee / account holder | $2,547 | $14,976-83.0% | $13,708-81.4% | $12,562-79.7% |