Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $88,133 | $183,627-52.0% | $155,602-43.4% | $145,978-39.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.63% | 61.32%-54.7pp | 64.81%-58.2pp | 550.52%-543.9pp |
| Employer contribution / active EE | $2,092 | $5,316-60.7% | $4,675-55.3% | $4,662-55.1% |
| Participant deferral / active EE | $8,747 | $6,466+35.3% | $5,629+55.4% | $6,690+30.8% |
| Admin fee / account holder | $1,400 | $19,327-92.8% | $15,923-91.2% | $13,400-89.6% |