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 | $64,894 | $160,070-59.5% | $147,117-55.9% | $145,897-55.5% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 8.46% | 98.69%-90.2pp | 420.54%-412.1pp | 552.29%-543.8pp |
| Employer contribution / active EE | $10,150 | $5,285+92.1% | $4,932+105.8% | $4,663+117.7% |
| Participant deferral / active EE | $3,527 | $8,419-58.1% | $8,065-56.3% | $6,689-47.3% |
| Admin fee / account holder | $1,128 | $15,035-92.5% | $12,993-91.3% | $13,390-91.6% |