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 | $82,285 | $96,388-14.6% | $80,627+2.1% | $139,466-41.0% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 9.46% | 1352.08%-1342.6pp | 936.76%-927.3pp | 373.66%-364.2pp |
| Employer contribution / active EE | $11,961 | $3,260+266.9% | $2,723+339.3% | $4,754+151.6% |
| Participant deferral / active EE | $11,587 | $5,224+121.8% | $4,443+160.8% | $6,712+72.6% |
| Admin fee / account holder | $774 | $6,603-88.3% | $5,381-85.6% | $11,409-93.2% |