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 | $66,774 | $183,592-63.6% | $155,567-57.1% | $145,959-54.3% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 5.22% | 61.24%-56.0pp | 64.74%-59.5pp | 561.95%-556.7pp |
| Employer contribution / active EE | $1,706 | $5,315-67.9% | $4,674-63.5% | $4,661-63.4% |
| Participant deferral / active EE | $4,111 | $6,464-36.4% | $5,628-27.0% | $6,689-38.5% |
| Admin fee / account holder | $692 | $19,318-96.4% | $15,916-95.7% | $13,398-94.8% |