Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,692 | $183,592-70.2% | $155,567-64.8% | $145,959-62.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.68% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $2,326 | $5,315-56.2% | $4,674-50.2% | $4,661-50.1% |
| Participant deferral / active EE | $5,353 | $6,464-17.2% | $5,628-4.9% | $6,689-20.0% |
| Admin fee / account holder | $8,268 | $19,318-57.2% | $15,916-48.1% | $13,398-38.3% |