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 | $58,322 | $90,530-35.6% | $76,030-23.3% | $145,897-60.0% |
| Participation rate | 88.9% | 74.4%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 7.86% | 625.08%-617.2pp | 361.54%-353.7pp | 552.29%-544.4pp |
| Employer contribution / active EE | $3,101 | $3,319-6.6% | $2,688+15.4% | $4,663-33.5% |
| Participant deferral / active EE | $5,526 | $5,164+7.0% | $4,257+29.8% | $6,689-17.4% |
| Admin fee / account holder | $4,083 | $8,383-51.3% | $6,421-36.4% | $13,390-69.5% |