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 | $62,153 | $217,427-71.4% | $185,837-66.6% | $167,518-62.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.86% | 148.39%-142.5pp | 122.08%-116.2pp | 478.71%-472.8pp |
| Employer contribution / active EE | $9,032 | $5,874+53.8% | $5,168+74.8% | $4,838+86.7% |
| Participant deferral / active EE | $7,000 | $6,357+10.1% | $5,568+25.7% | $6,342+10.4% |
| Admin fee / account holder | $446 | $19,816-97.8% | $16,241-97.3% | $12,312-96.4% |