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 | $72,880 | $201,259-63.8% | $184,200-60.4% | $145,959-50.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.72% | 28.98%-21.3pp | 28.80%-21.1pp | 561.95%-554.2pp |
| Employer contribution / active EE | $13,586 | $7,018+93.6% | $6,424+111.5% | $4,661+191.5% |
| Participant deferral / active EE | $8,680 | $9,806-11.5% | $9,132-4.9% | $6,689+29.8% |
| Admin fee / account holder | $4,395 | $16,372-73.2% | $13,907-68.4% | $13,398-67.2% |