Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,762 | $50,554+26.1% | $67,681-5.8% | $87,485-27.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 9.74% | 17.81%-8.1pp | 590.58%-580.8pp | 26.06%-16.3pp |
| Employer contribution / active EE | $2,432 | $1,988+22.3% | $2,678-9.2% | $2,596-6.3% |
| Participant deferral / active EE | $5,392 | $2,961+82.1% | $3,976+35.6% | $4,274+26.2% |
| Admin fee / account holder | $7,389 | $4,132+78.8% | $6,100+21.1% | $7,775-5.0% |