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 | $62,400 | $129,737-51.9% | $119,126-47.6% | $154,746-59.7% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 4.57% | 379.08%-374.5pp | 282.11%-277.5pp | 172.34%-167.8pp |
| Employer contribution / active EE | $4,437 | $4,375+1.4% | $4,034+10.0% | $4,379+1.3% |
| Participant deferral / active EE | $7,626 | $5,842+30.5% | $5,318+43.4% | $6,730+13.3% |
| Admin fee / account holder | $121,653 | $11,961+917.1% | $10,693+1037.7% | $14,365+746.9% |