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 | $88,890 | $223,823-60.3% | $211,142-57.9% | $154,746-42.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.35% | 50.39%-41.0pp | 46.84%-37.5pp | 172.34%-163.0pp |
| Employer contribution / active EE | $5,653 | $6,787-16.7% | $6,442-12.3% | $4,379+29.1% |
| Participant deferral / active EE | $20,661 | $9,750+111.9% | $9,284+122.5% | $6,730+207.0% |
| Admin fee / account holder | $15,017 | $19,707-23.8% | $19,076-21.3% | $14,365+4.5% |