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 | $63,761 | $181,062-64.8% | $158,223-59.7% | $155,188-58.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.45% | 57.39%-48.9pp | 52.09%-43.6pp | 148.84%-140.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,260 | $6,134-46.9% | $5,467-40.4% | $6,531-50.1% |
| Admin fee / account holder | $22,738 | $18,825+20.8% | $16,047+41.7% | $14,480+57.0% |