Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $59,673 | $217,432-72.6% | $185,851-67.9% | $167,553-64.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.30% | 148.43%-145.1pp | 122.11%-118.8pp | 478.89%-475.6pp |
| Employer contribution / active EE | $7,137 | $5,874+21.5% | $5,168+38.1% | $4,840+47.5% |
| Participant deferral / active EE | $7,192 | $6,357+13.1% | $5,569+29.1% | $6,343+13.4% |
| Admin fee / account holder | $1,160 | $19,820-94.1% | $16,245-92.9% | $12,316-90.6% |