Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $62,976 | $94,766-33.5% | $112,923-44.2% | $139,487-54.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.40% | 40.96%-30.6pp | 34.13%-23.7pp | 373.84%-363.4pp |
| Employer contribution / active EE | $5,944 | $4,636+28.2% | $4,570+30.1% | $4,755+25.0% |
| Participant deferral / active EE | $7,348 | $6,523+12.6% | $6,520+12.7% | $6,713+9.5% |
| Admin fee / account holder | $903 | $8,529-89.4% | $7,046-87.2% | $11,407-92.1% |