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 | $52,342 | $183,539-71.5% | $155,556-66.4% | $145,897-64.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 7.26% | 61.31%-54.0pp | 64.84%-57.6pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,408 | $5,315-73.5% | $4,675-69.9% | $4,663-69.8% |
| Participant deferral / active EE | $2,570 | $6,467-60.3% | $5,631-54.4% | $6,689-61.6% |
| Admin fee / account holder | $88,564 | $19,275+359.5% | $15,885+457.5% | $13,390+561.4% |