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 | $69,946 | $63,346+10.4% | $92,240-24.2% | $70,126-0.3% |
| Participation rate | 81.5% | 68.7%+12.8pp | 76.5%+5.0pp | 69.5%+11.9pp |
| Annual return | 10.83% | 530.19%-519.4pp | 176.29%-165.5pp | 73.15%-62.3pp |
| Employer contribution / active EE | $2,527 | $2,471+2.2% | $3,680-31.3% | $2,343+7.9% |
| Participant deferral / active EE | $1,606 | $2,854-43.7% | $3,897-58.8% | $3,332-51.8% |
| Admin fee / account holder | $791 | $3,841-79.4% | $5,194-84.8% | $4,645-83.0% |