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 | $82,822 | $162,136-48.9% | $152,301-45.6% | $154,746-46.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 1.21% | 91.02%-89.8pp | 80.50%-79.3pp | 172.34%-171.1pp |
| Employer contribution / active EE | $6,065 | $4,890+24.0% | $4,624+31.1% | $4,379+38.5% |
| Participant deferral / active EE | $6,293 | $8,341-24.5% | $8,004-21.4% | $6,730-6.5% |
| Admin fee / account holder | $342 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |