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 | $90,765 | $129,737-30.0% | $119,126-23.8% | $154,746-41.3% |
| Participation rate | 93.3% | 78.9%+14.5pp | 75.8%+17.6pp | 80.7%+12.6pp |
| Annual return | 1.19% | 379.08%-377.9pp | 282.11%-280.9pp | 172.34%-171.1pp |
| Employer contribution / active EE | $1,282 | $4,375-70.7% | $4,034-68.2% | $4,379-70.7% |
| Participant deferral / active EE | $8,060 | $5,842+38.0% | $5,318+51.6% | $6,730+19.8% |
| Admin fee / account holder | $2,559 | $11,961-78.6% | $10,693-76.1% | $14,365-82.2% |