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 | $72,782 | $181,896-60.0% | $156,551-53.5% | $273,972-73.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.51% | 30.74%-29.2pp | 32.23%-30.7pp | 41.46%-39.9pp |
| Employer contribution / active EE | $6,280 | $6,248+0.5% | $5,501+14.2% | $4,869+29.0% |
| Participant deferral / active EE | $5,943 | $5,550+7.1% | $4,871+22.0% | $5,287+12.4% |
| Admin fee / account holder | $701 | $15,560-95.5% | $13,028-94.6% | $10,133-93.1% |