Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,098 | $124,351-50.9% | $109,188-44.0% | $167,553-63.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.74% | 26.04%-19.3pp | 25.76%-19.0pp | 478.89%-472.2pp |
| Employer contribution / active EE | $12,363 | $4,210+193.7% | $3,723+232.1% | $4,840+155.5% |
| Participant deferral / active EE | $13,000 | $5,257+147.3% | $4,654+179.3% | $6,343+105.0% |
| Admin fee / account holder | $319 | $7,975-96.0% | $6,755-95.3% | $12,316-97.4% |