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 | $56,716 | $102,938-44.9% | $94,105-39.7% | $138,895-59.2% |
| Participation rate | 88.9% | 74.6%+14.2pp | 71.9%+16.9pp | 79.9%+9.0pp |
| Annual return | 7.42% | 250.28%-242.9pp | 204.55%-197.1pp | 145.39%-138.0pp |
| Employer contribution / active EE | $1,690 | $2,732-38.1% | $2,504-32.5% | $4,194-59.7% |
| Participant deferral / active EE | $5,769 | $4,196+37.5% | $3,881+48.6% | $6,396-9.8% |
| Admin fee / account holder | $99,581 | $6,600+1408.8% | $6,199+1506.3% | $12,562+692.7% |