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 | $77,437 | $157,296-50.8% | $141,191-45.2% | $152,897-49.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.60% | 64.34%-51.7pp | 71.41%-58.8pp | 345.43%-332.8pp |
| Employer contribution / active EE | $3,097 | $5,262-41.2% | $4,736-34.6% | $4,764-35.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $632 | $12,125-94.8% | $10,264-93.8% | $11,599-94.6% |