Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,336 | $72,486-7.1% | $87,103-22.7% | $72,976-7.7% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 10.47% | 24.46%-14.0pp | 28.19%-17.7pp | 81.02%-70.5pp |
| Employer contribution / active EE | $2,469 | $1,894+30.4% | $2,521-2.1% | $2,440+1.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,212 | $5,055+22.9% | $7,491-17.1% | $5,124+21.2% |