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 | $134,817-53.7% | $123,973-49.7% | $155,188-59.8% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.7%+16.2pp | 80.8%+12.1pp |
| Annual return | 4.57% | 515.49%-510.9pp | 388.13%-383.6pp | 148.84%-144.3pp |
| Employer contribution / active EE | $4,437 | $4,425+0.3% | $4,126+7.5% | $4,248+4.4% |
| Participant deferral / active EE | $7,626 | $5,706+33.6% | $5,247+45.3% | $6,531+16.8% |
| Admin fee / account holder | $121,653 | $13,245+818.5% | $11,799+931.1% | $14,480+740.2% |