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 | $68,036 | $201,344-66.2% | $184,243-63.1% | $145,877-53.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.16% | 29.01%-23.8pp | 28.82%-23.7pp | 551.28%-546.1pp |
| Employer contribution / active EE | $2,246 | $7,022-68.0% | $6,427-65.1% | $4,663-51.8% |
| Participant deferral / active EE | $7,380 | $9,807-24.7% | $9,132-19.2% | $6,691+10.3% |
| Admin fee / account holder | $4,438 | $16,382-72.9% | $13,914-68.1% | $13,402-66.9% |